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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SLUPIK & ASSOCIATES LTD Service code 99 · EIN 36-3299518 | Other Fees | $8,050 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,374 |
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 | $62,818 | $56,443+11.3% | $83,831-25.1% | $55,725+12.7% |
| Participation rate | 82.9% | 72.0%+10.9pp | 76.1%+6.8pp | 70.9%+12.1pp |
| Annual return | 3.35% | 393.67%-390.3pp | 850.99%-847.6pp | 244.93%-241.6pp |
| Employer contribution / active EE | $2,618 | $2,682-2.4% | $3,631-27.9% | $2,078+26.0% |
| Participant deferral / active EE | $4,605 | $2,965+55.3% | $4,082+12.8% | $3,356+37.2% |
| Admin fee / account holder | $15 | $156-90.5% | $5,479-99.7% | $115-87.1% |