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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT5 years Filed as: RYAN & COSCIA PC Service code 10 256 ESSEX ST · SALEM, MA 01970 | Accounting | $13,770 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,697 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,102 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $712 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Other Commissions | $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 | $41,128 | $60,788-32.3% | $85,705-52.0% | $79,389-48.2% |
| Participation rate | 91.6% | 62.1%+29.5pp | 69.9%+21.7pp | 70.7%+20.9pp |
| Annual return | 14.25% | 16.57%-2.3pp | 21.49%-7.2pp | 116.89%-102.6pp |
| Employer contribution / active EE | $935 | $1,664-43.8% | $2,619-64.3% | $2,428-61.5% |
| Participant deferral / active EE | $2,253 | $2,920-22.9% | $3,924-42.6% | $4,046-44.3% |
| Admin fee / account holder | $205 | $439-53.3% | $6,877-97.0% | $626-67.3% |