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| Provider | Service type | Compensation |
|---|---|---|
THE SIMKISS AGENCY INC2+ years Service code 53 · EIN 23-1652791 | Insurance Commissions | $58,799 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,334 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,114 | $51,244+70.0% | $80,977+7.6% | $55,167+57.9% |
| Participation rate | 91.9% | 71.7%+20.3pp | 75.8%+16.1pp | 69.0%+22.9pp |
| Annual return | 4.91% | 17.39%-12.5pp | 17.11%-12.2pp | 169.23%-164.3pp |
| Employer contribution / active EE | $1,490 | $1,770-15.8% | $3,715-59.9% | $1,963-24.1% |
| Participant deferral / active EE | $5,182 | $4,418+17.3% | $5,696-9.0% | $3,054+69.7% |
| Admin fee / account holder | $29 | $398-92.7% | $5,517-99.5% | $504-94.2% |