Filed November 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $146,292 |
NAWROCKI SMITH LLP1 year Service code 10 · EIN 74-3216978 | Accounting | $15,000 |
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 | $86,219 | $129,227-33.3% | $184,260-53.2% | $77,736+10.9% |
| Participation rate | 99.0% | 87.4%+11.6pp | 86.8%+12.2pp | 70.6%+28.4pp |
| Annual return | 18.91% | 33.24%-14.3pp | 28.84%-9.9pp | 31.26%-12.4pp |
| Employer contribution / active EE | $3,194 | $4,412-27.6% | $6,427-50.3% | $2,728+17.1% |
| Participant deferral / active EE | $7,585 | $7,307+3.8% | $9,133-17.0% | $4,651+63.1% |
| Admin fee / account holder | $134 | $256-47.6% | $13,898-99.0% | $433-69.1% |