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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT3 years Filed as: RYAN & COSCIA PC Service code 10 256 ESSEX ST · SALEM, MA 01970 | Accounting | $9,895 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $5,368 |
SECURITIES AMERICA INC1 year Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $1,602 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $444 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $83 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,462 | $47,922-49.0% | $75,900-67.8% | $65,186-62.5% |
| Participation rate | 80.3% | 63.0%+17.3pp | 69.3%+11.0pp | 70.2%+10.1pp |
| Annual return | 4.32% | 24.12%-19.8pp | 30.73%-26.4pp | 29.39%-25.1pp |
| Employer contribution / active EE | $1,177 | $1,557-24.4% | $2,501-52.9% | $2,177-45.9% |
| Participant deferral / active EE | $1,470 | $2,550-42.4% | $3,604-59.2% | $3,514-58.2% |
| Admin fee / account holder | $64 | $532-88.0% | $5,421-98.8% | $847-92.5% |