Filed November 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSOCIATES LTD2 years Service code 26 · EIN 13-3220717 | Advisory (Participants) | $153,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | $112,648 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 26 · EIN 86-1109193 | Advisory (Participants) | $38,618 |
LANDMARK PLC, CPAS1 year Filed as: LANDMARK, PLC CPAS Service code 10 · EIN 71-0355269 | Accounting | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,730 | $120,450+4.4% | $159,436-21.1% | $93,030+35.2% |
| Participation rate | 91.5% | 78.0%+13.6pp | 82.8%+8.7pp | 73.9%+17.6pp |
| Annual return | 25.32% | 27.11%-1.8pp | 263.57%-238.2pp | 158.70%-133.4pp |
| Employer contribution / active EE | $1,404 | $3,526-60.2% | $4,829-70.9% | $2,706-48.1% |
| Participant deferral / active EE | $9,578 | $7,283+31.5% | $7,352+30.3% | $4,562+109.9% |
| Admin fee / account holder | $200 | $137+46.2% | $10,799-98.1% | $152+31.8% |