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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BROAD STREET CAPITAL ADVISORS LLC Service code 27 · EIN 26-1204987 | Advisory (Plan) | $15,695 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,561 |
ALDAY WRIGHT & GILES, P.C.2 years Service code 10 · EIN 58-1697066 | Accounting | $10,750 |
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 | $24,259 | $46,966-48.3% | $185,117-86.9% | $69,631-65.2% |
| Participation rate | 77.9% | 65.3%+12.6pp | 77.3%+0.6pp | 70.7%+7.2pp |
| Annual return | 17.63% | 22.36%-4.7pp | 40.50%-22.9pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $275 | $1,360-79.8% | $4,182-93.4% | $2,032-86.5% |
| Participant deferral / active EE | $1,668 | $3,017-44.7% | $5,045-66.9% | $3,224-48.3% |
| Admin fee / account holder | $133 | $94+41.4% | $8,159-98.4% | $110+20.1% |