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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC7+ years Service code 99 · EIN 27-3463733 | Other Fees | $73,888 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 99 · EIN 11-1000111 | Other Fees | $14,778 |
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 | $146,795 | $72,620+102.1% | $90,760+61.7% | $66,938+119.3% |
| Participation rate | 98.7% | 73.7%+25.0pp | 75.7%+23.0pp | 69.8%+28.9pp |
| Annual return | -17.53% | -12.28%-5.3pp | -12.16%-5.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $5,155 | $2,369+117.6% | $2,922+76.4% | $2,545+102.5% |
| Participant deferral / active EE | $6,757 | $3,979+69.8% | $4,565+48.0% | $4,238+59.4% |
| Admin fee / account holder | $84 | $707-88.2% | $8,444-99.0% | $594-85.9% |