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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 12 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Consulting (pension); Consulting (gen... | $7,827 |
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 9450 SW GEMINI DR · BEAVERTON, OR 970087105 | Consulting (pension); Copying and dup... | $6,493 |
F1401K ADVISORS1 year Service code 17 · EIN 46-3798379 6041 SOUTH SYRACUSE WAY · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $4,075 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFIT Service code 12 1175 JOHN STREET · W. HENRIETTA, NY 14586 | Valuation (appraisals, etc.); Consult... | $3,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,099 | $59,467+63.3% | $93,727+3.6% | $74,478+30.4% |
| Participation rate | 80.1% | 59.6%+20.5pp | 68.7%+11.4pp | 67.2%+12.9pp |
| Annual return | 12.01% | 82.14%-70.1pp | 133.83%-121.8pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $1,407 | $1,267+11.1% | $2,421-41.9% | $2,626-46.4% |
| Participant deferral / active EE | $1,924 | $3,052-37.0% | $4,417-56.4% | $4,350-55.8% |
| Admin fee / account holder | $223 | $3,028-92.6% | $8,292-97.3% | $1,946-88.5% |