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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,198 |
ERP RETIREMENT SERVICES1 year Service code 17 · EIN 20-4100804 | Pension Consulting | $14,123 |
BLATT & DAUMAN LLP2 years Filed as: BLATT & DAUMAN, CPAS Service code 10 · EIN 11-2778625 | Accounting | $9,000 |
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 | $73,411 | $89,652-18.1% | $141,191-48.0% | $65,185+12.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.65% | 32.79%-10.1pp | 71.41%-48.8pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,613 | $3,065-47.4% | $4,736-65.9% | $2,177-25.9% |
| Participant deferral / active EE | $5,193 | $5,691-8.8% | $6,710-22.6% | $3,514+47.8% |
| Admin fee / account holder | $250 | $569-56.0% | $10,264-97.6% | $847-70.5% |