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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,659 |
JP MORGAN SECURITIES LLC1 year Service code 26 · EIN 13-4110995 | Advisory (Participants) | $31,698 |
PKF O'CONNOR DAVIES, LLP4 years Filed as: PKF O' CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $17,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,260 | $91,424+2.0% | $135,942-31.4% | $71,495+30.4% |
| Participation rate | 91.7% | 75.7%+16.1pp | 81.9%+9.8pp | 67.9%+23.8pp |
| Annual return | 15.22% | 29.90%-14.7pp | 68.28%-53.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,000 | $3,704-73.0% | $4,858-79.4% | $2,589-61.4% |
| Participant deferral / active EE | $9,619 | $7,092+35.6% | $7,759+24.0% | $4,291+124.2% |
| Admin fee / account holder | $219 | $1,266-82.7% | $10,764-98.0% | $1,588-86.2% |