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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Service code 50 C/O DST SYSTEMS, INC · KANSAS CITY, MO 641051407 | Direct Payment | $17,058 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,353 |
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 | $103,875 | $72,770+42.7% | $67,653+53.5% | $55,191+88.2% |
| Participation rate | 97.4% | 78.8%+18.6pp | 75.7%+21.7pp | 69.2%+28.2pp |
| Annual return | 1.10% | -3.26%+4.4pp | 6625.22%-6624.1pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,164 | $1,769-34.2% | $2,266-48.6% | $1,899-38.7% |
| Participant deferral / active EE | $3,052 | $3,408-10.5% | $3,560-14.3% | $3,046+0.2% |
| Admin fee / account holder | $66 | $79-16.6% | $4,821-98.6% | $91-27.6% |