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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $24,386 |
PRECEPT ADVISORY GROUP1 year Filed as: PRECEPT ADVISORY GROUP, LLC Service code 16 · EIN 01-0944247 | Consulting | $16,007 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,709 | $41,281+10.7% | $109,313-58.2% | $57,658-20.7% |
| Participation rate | 0.0% | 59.3%-59.3pp | 71.3%-71.3pp | 70.2%-70.2pp |
| Annual return | 9.22% | 8.97%+0.3pp | 22.07%-12.8pp | 5.13%+4.1pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,924 | $2,223-13.5% | $3,166-39.2% | $3,061-37.1% |
| Admin fee / account holder | $140 | $75+86.3% | $5,666-97.5% | $95+48.3% |