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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP - FBO WHARTONHILL ADVISORS Service code 10 · EIN 59-3331424 | Accounting | $15,000 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 99 · EIN 39-0758449 | Other Fees | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,006 |
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 | $144,129 | $75,183+91.7% | $123,894+16.3% | $55,167+161.3% |
| Participation rate | 89.4% | 72.8%+16.6pp | 81.4%+8.0pp | 69.0%+20.4pp |
| Annual return | 10.43% | 19.01%-8.6pp | 47.52%-37.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $4,953 | $2,823+75.4% | $4,617+7.3% | $1,963+152.4% |
| Participant deferral / active EE | $10,168 | $5,084+100.0% | $5,984+69.9% | $3,054+232.9% |
| Admin fee / account holder | $42 | $663-93.6% | $8,357-99.5% | $504-91.6% |