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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,629 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN, LLP Service code 99 · EIN 13-1610809 | Other Fees | $5,406 |
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 | $98,514 | $73,102+34.8% | $123,553-20.3% | $56,289+75.0% |
| Participation rate | 78.8% | 74.3%+4.4pp | 82.3%-3.5pp | 69.9%+8.9pp |
| Annual return | -4.03% | 3.01%-7.0pp | 119.21%-123.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,188 | $2,977-60.1% | $4,628-74.3% | $2,111-43.7% |
| Participant deferral / active EE | $8,445 | $5,423+55.7% | $6,426+31.4% | $3,350+152.1% |
| Admin fee / account holder | $12 | $554-97.8% | $9,284-99.9% | $521-97.6% |