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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC2 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 · EIN 20-4795685 | Contract Administrator | $0 |
FIRST NATIONAL CORPORATION2 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,797 | $86,341+79.3% | $125,195+23.6% | $65,186+137.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 20.04% | 27.44%-7.4pp | 43.79%-23.8pp | 29.39%-9.4pp |
| Employer contribution / active EE | $2,775 | $2,040+36.0% | $3,866-28.2% | $2,177+27.5% |
| Participant deferral / active EE | $5,135 | $3,538+45.1% | $4,937+4.0% | $3,514+46.1% |
| Admin fee / account holder | $27 | $609-95.5% | $9,704-99.7% | $847-96.8% |