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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $46,581 |
IRONSHORE FINANCIAL, LLC3 years Service code 27 · EIN 82-5023101 | Advisory (Plan) | $17,500 |
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 | $47,502 | $104,336-54.5% | $159,455-70.2% | $86,813-45.3% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.8%+14.9pp | 72.3%+25.5pp |
| Annual return | 17.11% | 26.32%-9.2pp | 263.63%-246.5pp | 97.93%-80.8pp |
| Employer contribution / active EE | $3,172 | $3,451-8.1% | $4,830-34.3% | $2,406+31.8% |
| Participant deferral / active EE | $6,270 | $6,837-8.3% | $7,353-14.7% | $4,131+51.8% |
| Admin fee / account holder | $125 | $172-27.3% | $10,800-98.8% | $170-26.2% |