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| Provider | Service type | Compensation |
|---|---|---|
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 50 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Direct Payment | $46,462 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $45,204 |
Filed as: CONTINENTAL BENEFITS GROUP INC Service code 70 95C CONNECTICUT DRIVE · BURLINGTON, NJ 080164180 | Consulting Fees | $5,400 |
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 | $124,847 | $88,730+40.7% | $82,312+51.7% | $77,958+60.1% |
| Participation rate | 92.3% | 84.5%+7.8pp | 76.9%+15.4pp | 71.6%+20.6pp |
| Annual return | 17.35% | 20.88%-3.5pp | 25.88%-8.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $3,705 | $2,758+34.3% | $2,428+52.6% | $2,310+60.4% |
| Participant deferral / active EE | $8,232 | $4,634+77.6% | $3,706+122.1% | $3,537+132.8% |
| Admin fee / account holder | $52 | $74-29.9% | $5,608-99.1% | $97-46.7% |