Filed October 10, 2024 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,135,461 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 99 · EIN 36-2152202 | Other Fees | $129,294 |
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 | $101,887 | $68,330+49.1% | $149,740-32.0% | $96,393+5.7% |
| Participation rate | 96.9% | 74.6%+22.3pp | 78.8%+18.1pp | 71.3%+25.6pp |
| Annual return | 18.85% | 29.64%-10.8pp | 134.51%-115.7pp | 22.88%-4.0pp |
| Employer contribution / active EE | $3,398 | $2,139+58.9% | $4,821-29.5% | $3,239+4.9% |
| Participant deferral / active EE | $6,095 | $4,422+37.8% | $5,683+7.2% | $5,455+11.7% |
| Admin fee / account holder | $64 | $52+23.6% | $13,222-99.5% | $74-13.0% |