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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $35,000 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,517 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,735 |
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 | $82,500 | $69,159+19.3% | $125,195-34.1% | $67,582+22.1% |
| Participation rate | 98.5% | 78.2%+20.3pp | 79.8%+18.7pp | 71.3%+27.2pp |
| Annual return | 22.00% | 27.12%-5.1pp | 43.79%-21.8pp | 378.57%-356.6pp |
| Employer contribution / active EE | $1,948 | $2,023-3.7% | $3,866-49.6% | $2,148-9.3% |
| Participant deferral / active EE | $5,247 | $3,700+41.8% | $4,937+6.3% | $3,539+48.2% |
| Admin fee / account holder | $149 | $142+5.0% | $9,704-98.5% | $142+4.6% |