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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC9+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $21,481 |
SUMMIT GROUP RETIREMENT PLANNERS9+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $16,919 |
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 | $40,121 | $55,437-27.6% | $155,534-74.2% | $74,459-46.1% |
| Participation rate | 72.8% | 61.9%+11.0pp | 78.2%-5.4pp | 67.2%+5.6pp |
| Annual return | 24.38% | 269.58%-245.2pp | 64.92%-40.5pp | 1369.70%-1345.3pp |
| Employer contribution / active EE | $7,921 | $2,266+249.5% | $4,675+69.4% | $2,626+201.7% |
| Participant deferral / active EE | $1,637 | $2,837-42.3% | $5,630-70.9% | $4,350-62.4% |
| Admin fee / account holder | $251 | $1,742-85.6% | $15,900-98.4% | $1,945-87.1% |