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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 STONEWOOD COMMONS I 101 BRADFORD · WEXFORD, PA 15090 | Other Services | $0 |
TBS AGENCY INC4 years Service code 99 · EIN 52-1473914 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,867 | $79,209-14.3% | $102,434-33.7% | $74,459-8.9% |
| Participation rate | 77.1% | 74.8%+2.3pp | 76.5%+0.6pp | 67.2%+9.9pp |
| Annual return | 8.52% | 54.98%-46.5pp | 29.46%-20.9pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $982 | $2,362-58.4% | $3,023-67.5% | $2,626-62.6% |
| Participant deferral / active EE | $5,041 | $4,417+14.1% | $5,055-0.3% | $4,350+15.9% |
| Admin fee / account holder | $11 | $2,002-99.4% | $9,462-99.9% | $1,945-99.4% |