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| Provider | Service type | Compensation |
|---|---|---|
THOMPSON HINE3+ years Service code 29 · EIN 34-0575300 | Legal | $163,319 |
NFP RETIREMENT INC2 years Filed as: NFP Service code 10 · EIN 47-1566880 | Accounting | $45,000 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,011 | $81,537+222.6% | $149,721+75.7% | $69,634+277.7% |
| Participation rate | 93.5% | 86.1%+7.4pp | 87.1%+6.4pp | 70.7%+22.8pp |
| Annual return | 21.84% | 22.79%-0.9pp | 1501.67%-1479.8pp | 27572.26%-27550.4pp |
| Employer contribution / active EE | $7,738 | $3,239+138.9% | $5,444+42.1% | $2,032+280.7% |
| Participant deferral / active EE | $13,535 | $4,994+171.0% | $6,568+106.1% | $3,224+319.8% |
| Admin fee / account holder | $107 | $107+0.4% | $11,282-99.0% | $110-2.9% |