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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL STRATEGY NETWORK, LLC2+ years Service code 10 1 N. LASALLE, 33RD FLOOR · CHICAGO, IL 60602 | Accounting | $14,488 |
NATIONWIDE2+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $1,162 |
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 | $102,666 | $43,423+136.4% | $78,676+30.5% | $55,167+86.1% |
| Participation rate | 95.0% | 68.0%+27.0pp | 73.6%+21.5pp | 69.0%+26.1pp |
| Annual return | 7.08% | 11.53%-4.4pp | 62.19%-55.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,649 | $1,997+32.6% | $2,850-7.1% | $1,963+35.0% |
| Participant deferral / active EE | $3,284 | $2,509+30.9% | $3,517-6.6% | $3,054+7.5% |
| Admin fee / account holder | $146 | $416-64.9% | $4,510-96.8% | $504-71.0% |