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| Provider | Service type | Compensation |
|---|---|---|
BLATT & DAUMAN LLP3 years Filed as: BLATT & DAUMAN, CPAS Service code 10 · EIN 11-2778625 | Accounting | $19,304 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,041 |
ERP RETIREMENT SERVICES2 years Service code 17 · EIN 20-4100804 | Pension Consulting | $5,866 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,296 | $99,957-11.7% | $149,745-41.0% | $73,497+20.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.61% | 53.87%-37.3pp | 276.72%-260.1pp | 28.51%-11.9pp |
| Employer contribution / active EE | $654 | $3,191-79.5% | $4,646-85.9% | $2,270-71.2% |
| Participant deferral / active EE | $5,509 | $6,073-9.3% | $6,843-19.5% | $3,740+47.3% |
| Admin fee / account holder | $268 | $551-51.3% | $9,312-97.1% | $513-47.7% |