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| Provider | Service type | Compensation |
|---|---|---|
WESSEL & COMPANY1 year Filed as: WESSEL & CO. Service code 10 · EIN 25-1390233 | Accounting | $11,100 |
Service code 10 · EIN 71-0294708 | Accounting | $8,338 |
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 | $36,700 | $107,378-65.8% | $108,582-66.2% | $57,658-36.3% |
| Participation rate | 82.3% | 77.1%+5.2pp | 79.6%+2.8pp | 70.2%+12.1pp |
| Annual return | 8.81% | 12.80%-4.0pp | -51.70%+60.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,367 | $1,782-23.3% | $3,758-63.6% | $1,974-30.7% |
| Participant deferral / active EE | $2,894 | $3,221-10.1% | $4,311-32.9% | $3,061-5.4% |
| Admin fee / account holder | $86 | $108-20.6% | $7,645-98.9% | $95-8.8% |