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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $69,045 |
Filed as: TRIBRIDGE PTNRS FINANCIAL Service code 16 · EIN 99-1321623 | Consulting | $24,961 |
Filed as: MML INVESTORS SERVICES LLC Service code 16 · EIN 04-2746212 | Consulting | $21,900 |
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 | $88,678 | $60,454+46.7% | $81,844+8.4% | $74,459+19.1% |
| Participation rate | 95.0% | 63.0%+32.0pp | 72.4%+22.6pp | 67.2%+27.7pp |
| Annual return | 17.04% | 16.87%+0.2pp | 778.87%-761.8pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $8,403 | $2,630+219.6% | $2,916+188.1% | $2,626+220.0% |
| Participant deferral / active EE | $9,830 | $3,398+189.3% | $4,323+127.4% | $4,350+126.0% |
| Admin fee / account holder | $5 | $1,490-99.7% | $7,355-99.9% | $1,945-99.7% |