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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $248,014 |
LIGHTHOUSE MARKETING SERVICES1+ years Service code 49 · EIN 36-4388251 | Other Services | $3,278 |
RUSTY KEMP1+ years Filed as: RUSTY BLAND Service code 56 KEHE DISTRIBUTORS INC · NAPERVILLE, IL 60563 | Non-monetary compensation | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,631 | $77,180-66.8% | $117,854-78.3% | $177,276-85.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 79.7%+20.3pp | 74.8%+25.2pp |
| Annual return | 10.88% | 20.91%-10.0pp | 335.08%-324.2pp | 21.25%-10.4pp |
| Employer contribution / active EE | $31 | $1,992-98.5% | $3,786-99.2% | $2,479-98.8% |
| Participant deferral / active EE | $2,739 | $3,956-30.8% | $4,482-38.9% | $3,881-29.4% |
| Admin fee / account holder | $43 | $54-20.9% | $8,020-99.5% | $154-72.1% |