| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $74,295 |
PENSION ASSURANCE LLP3 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $9,500 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $8,693 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,446 | $72,303+43.1% | $86,717+19.3% | $64,829+59.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -16.06% | 392.77%-408.8pp | 35.97%-52.0pp | 32.85%-48.9pp |
| Employer contribution / active EE | $2,649 | $2,393+10.7% | $2,837-6.6% | $2,507+5.7% |
| Participant deferral / active EE | $5,759 | $4,660+23.6% | $4,657+23.7% | $4,312+33.6% |
| Admin fee / account holder | $98 | $174-43.7% | $7,494-98.7% | $188-47.9% |