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| Provider | Service type | Compensation |
|---|---|---|
KUENZI & COMPANY LLC1+ years Filed as: KUENZI & COMPANY, LLC Service code 10 · EIN 93-1235599 | Accounting | $12,500 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $519 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,101 | $75,832-55.0% | $147,617-76.9% | $59,633-42.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.74% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $5,728 | $3,485+64.4% | $5,564+2.9% | $2,203+160.1% |
| Participant deferral / active EE | $5,740 | $3,131+83.4% | $4,895+17.3% | $3,192+79.9% |
| Admin fee / account holder | $138 | $5,986-97.7% | $11,612-98.8% | $4,297-96.8% |