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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $333,143 |
MMA SECURITIES LLC6 years Service code 16 · EIN 22-3570392 | Consulting | $116,912 |
MCCALL SCANLON & TICE, LLC6 years Service code 10 · EIN 26-2728289 | Accounting | $7,500 |
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 | $152,494 | $83,023+83.7% | $102,437+48.9% | $77,762+96.1% |
| Participation rate | 99.6% | 71.5%+28.1pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 12.37% | 19.12%-6.7pp | 24.95%-12.6pp | 31.27%-18.9pp |
| Employer contribution / active EE | $8,307 | $3,552+133.8% | $3,871+114.6% | $2,728+204.5% |
| Participant deferral / active EE | $5,124 | $4,110+24.7% | $5,060+1.3% | $4,651+10.2% |
| Admin fee / account holder | $271 | $639-57.7% | $8,388-96.8% | $433-37.5% |