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| Provider | Service type | Compensation |
|---|---|---|
J K R & COMPANY, INC.1 year Filed as: JKR & COMPANY, INC. Service code 99 · EIN 95-3420368 | Other Fees | $6,667 |
HICKS PENSION SERVICES10+ years Service code 49 · EIN 94-2158860 | Other Services | $3,454 |
J K R & COMPANY, INC.2 years Service code 99 · EIN 95-3420368 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,833 | $55,458+44.0% | $76,030+5.0% | $77,762+2.7% |
| Participation rate | 99.2% | 63.6%+35.7pp | 69.1%+30.2pp | 70.6%+28.7pp |
| Annual return | 11.31% | 17.10%-5.8pp | 361.54%-350.2pp | 31.27%-20.0pp |
| Employer contribution / active EE | $4,678 | $1,792+161.0% | $2,688+74.1% | $2,728+71.5% |
| Participant deferral / active EE | $4,377 | $3,454+26.7% | $4,257+2.8% | $4,651-5.9% |
| Admin fee / account holder | $185 | $411-55.0% | $6,421-97.1% | $433-57.3% |