Filed March 7, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $285,143 |
KRAFT CPAS, PLLC2 years Filed as: KRAFT CPAS Service code 10 · EIN 62-0713250 | Accounting | $15,750 |
DUCHESS DUKES1 year Filed as: DUCHESS JERNIGAN Service code 56 ROGERS GROUP, INC. AND AFFILIATES · NASHVILLE, TN 37202 | Non-monetary compensation | $0 |
MARTY BARON1 year Filed as: MARTY TUBBS Service code 56 ROGERS GROUP, INC. AND AFFILIATES · NASHVILLE, TN 37202 | Non-monetary compensation | $0 |
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 | $67,251 | $142,386-52.8% | $152,466-55.9% | $93,030-27.7% |
| Participation rate | 97.5% | 85.6%+11.9pp | 78.2%+19.3pp | 73.9%+23.6pp |
| Annual return | 14.89% | 18.07%-3.2pp | 757.33%-742.4pp | 158.70%-143.8pp |
| Employer contribution / active EE | $2,598 | $5,485-52.6% | $4,327-39.9% | $2,706-4.0% |
| Participant deferral / active EE | $4,018 | $6,872-41.5% | $5,820-31.0% | $4,562-11.9% |
| Admin fee / account holder | $112 | $108+4.2% | $15,805-99.3% | $152-25.9% |