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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $168,376 |
CAMMACK LARHETTE ADVISORS3+ years Service code 16 · EIN 20-4668732 | Consulting | $31,500 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $17,432 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $11,158 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $155,110 | $46,173+235.9% | $170,435-9.0% | $69,631+122.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 19.20% | 21.62%-2.4pp | 205.94%-186.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $4,623 | $1,610+187.2% | $5,432-14.9% | $2,032+127.5% |
| Participant deferral / active EE | $9,212 | $2,080+342.8% | $4,939+86.5% | $3,224+185.8% |
| Admin fee / account holder | $196 | $116+68.8% | $13,881-98.6% | $110+77.2% |