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| Provider | Service type | Compensation |
|---|---|---|
MCGLADNEY & PULLEN1 year Service code 10 · EIN 42-0714325 | Accounting | $18,530 |
FGMK, LLC1 year Filed as: FGMK LLC Service code 10 · EIN 36-2929601 | Accounting | $16,500 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,775 |
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 | $160,798 | $55,453+190.0% | $170,435-5.7% | $62,293+158.1% |
| Participation rate | 84.3% | 66.4%+18.0pp | 83.6%+0.7pp | 69.5%+14.8pp |
| Annual return | 13.55% | 21.38%-7.8pp | 205.94%-192.4pp | 28.90%-15.3pp |
| Employer contribution / active EE | $5,501 | $2,164+154.2% | $5,432+1.3% | $2,042+169.4% |
| Participant deferral / active EE | $4,010 | $2,303+74.1% | $4,939-18.8% | $3,169+26.5% |
| Admin fee / account holder | $199 | $455-56.4% | $13,881-98.6% | $479-58.6% |