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| Provider | Service type | Compensation |
|---|---|---|
THE SIMKISS AGENCY INC1+ years Service code 53 · EIN 23-1652791 | Insurance Commissions | $58,324 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,787 |
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 | $85,009 | $55,182+54.1% | $73,309+16.0% | $55,191+54.0% |
| Participation rate | 88.8% | 73.9%+14.8pp | 74.9%+13.8pp | 69.2%+19.6pp |
| Annual return | 0.87% | 8.55%-7.7pp | 5.67%-4.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,266 | $1,935-34.6% | $3,237-60.9% | $1,899-33.3% |
| Participant deferral / active EE | $4,675 | $4,641+0.7% | $4,991-6.3% | $3,046+53.5% |
| Admin fee / account holder | $28 | $68-59.7% | $5,635-99.5% | $91-69.6% |