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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $84,035 |
Filed as: PRICEWATERHOUSECOOPE Service code 10 · EIN 13-4008324 | Accounting | $37,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,267 |
Form 5500 reported that benefits due were not provided when due.
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 | $82,209 | $71,142+15.6% | $119,634-31.3% | $64,824+26.8% |
| Participation rate | 99.2% | 78.6%+20.6pp | 79.3%+19.9pp | 71.5%+27.7pp |
| Annual return | -17.33% | -10.01%-7.3pp | -14.98%-2.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $2,315 | $2,497-7.3% | $4,232-45.3% | $2,507-7.7% |
| Participant deferral / active EE | $6,884 | $4,490+53.3% | $5,601+22.9% | $4,311+59.7% |
| Admin fee / account holder | $202 | $162+24.4% | $10,329-98.0% | $188+7.4% |