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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $193,658 |
Service code 13 · EIN 34-1381893 | Contract Administrator | $92,745 |
MARCO CONSULTING GROUP4+ years Service code 27 · EIN 34-3555078 | Advisory (Plan) | $40,266 |
Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $11,275 |
ALLOTTA FARLEY CO LPA1 year Filed as: ALLOTTA, FARLEY & CO., LPA Service code 29 · EIN 34-1316963 | Legal | $8,670 |
Service code 33 · EIN 25-1409618 | Valuation (appraisals, etc.); Securit... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,614 | $60,396+40.1% | $83,848+0.9% | $75,289+12.4% |
| Participation rate | 51.8% | 80.7%-28.9pp | 76.1%-24.3pp | 72.4%-20.6pp |
| Annual return | -5.88% | 3.84%-9.7pp | 850.88%-856.8pp | -0.04%-5.8pp |
| Employer contribution / active EE | $0 | $3,343-100.0% | $3,631-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,058 | $2,922-29.6% | $4,082-49.6% | $3,739-45.0% |
| Admin fee / account holder | $134 | $141-5.2% | $5,478-97.6% | $102+30.9% |