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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC6 years Filed as: WITHUM SMITH AND BROWN Service code 99 · EIN 11-1000111 | Other Fees | $19,500 |
Service code 99 · EIN 71-0294708 | Other Fees | $8,957 |
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 | $167,865 | $91,439+83.6% | $135,974+23.5% | $71,511+134.7% |
| Participation rate | 79.2% | 75.7%+3.6pp | 81.9%-2.7pp | 67.9%+11.3pp |
| Annual return | 16.41% | 29.90%-13.5pp | 68.30%-51.9pp | 28.86%-12.4pp |
| Employer contribution / active EE | $1,727 | $3,705-53.4% | $4,859-64.4% | $2,589-33.3% |
| Participant deferral / active EE | $7,376 | $7,093+4.0% | $7,760-4.9% | $4,291+71.9% |
| Admin fee / account holder | $103 | $1,267-91.9% | $10,767-99.0% | $1,588-93.5% |