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| Provider | Service type | Compensation |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: GREGORY J. SCWARTZ & CO., INC. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $49,838 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $27,302 |
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $12,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,477 | $63,905-63.3% | $74,184-68.4% | $57,658-59.3% |
| Participation rate | 78.2% | 79.8%-1.5pp | 76.6%+1.6pp | 70.2%+8.0pp |
| Annual return | 6.41% | 60.60%-54.2pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $530 | $1,840-71.2% | $2,370-77.6% | $1,974-73.1% |
| Participant deferral / active EE | $1,924 | $3,448-44.2% | $3,550-45.8% | $3,061-37.1% |
| Admin fee / account holder | $99 | $91+8.7% | $5,586-98.2% | $95+4.7% |