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| Provider | Service type | Compensation |
|---|---|---|
FEDERMAN LALLY & REMIS, LLC5+ years Service code 10 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Accounting | $16,000 |
AMERICAN FUNDS4 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN ST · WEST HARTFORD, CT 06107 | Advisory (Plan) | $14,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,045 |
Filed as: ENVESTNET INC DBA ENVESTNET RETIREM Service code 27 1801 CALIFORNIA ST 23RD FL · DENVER, CO 80202 | Advisory (Plan) | $1,404 |
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 | $53,447 | $73,404-27.2% | $87,104-38.6% | $67,579-20.9% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.9%+20.3pp | 71.3%+25.9pp |
| Annual return | 19.74% | 48.29%-28.5pp | 28.19%-8.4pp | 378.56%-358.8pp |
| Employer contribution / active EE | $799 | $2,014-60.3% | $2,521-68.3% | $2,148-62.8% |
| Participant deferral / active EE | $2,864 | $3,913-26.8% | $4,048-29.3% | $3,539-19.1% |
| Admin fee / account holder | $86 | $142-39.4% | $7,491-98.9% | $142-39.7% |