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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $308,535 |
MMA SECURITIES LLC4 years Service code 16 · EIN 22-3570392 | Consulting | $101,917 |
MCCALL SCANLON & TICE, LLC4 years Service code 10 · EIN 26-2728289 | Accounting | $11,250 |
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 | $122,370 | $106,236+15.2% | $112,263+9.0% | $64,824+88.8% |
| Participation rate | 99.6% | 71.7%+27.9pp | 75.1%+24.5pp | 71.5%+28.1pp |
| Annual return | -15.60% | -6.02%-9.6pp | 27.49%-43.1pp | 32.84%-48.4pp |
| Employer contribution / active EE | $7,253 | $3,167+129.1% | $3,636+99.5% | $2,507+189.3% |
| Participant deferral / active EE | $4,586 | $3,786+21.1% | $4,729-3.0% | $4,311+6.4% |
| Admin fee / account holder | $253 | $452-44.0% | $6,410-96.1% | $188+34.5% |