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| Provider | Service type | Compensation |
|---|---|---|
SLUPIK AND ASSOCIATES, LTD3 years Service code 99 · EIN 11-1000111 | Other Fees | $7,750 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,004 |
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 | $70,666 | $66,650+6.0% | $92,915-23.9% | $67,582+4.6% |
| Participation rate | 84.3% | 72.5%+11.8pp | 76.0%+8.3pp | 71.3%+13.0pp |
| Annual return | 21.18% | 92.64%-71.5pp | 109.45%-88.3pp | 378.57%-357.4pp |
| Employer contribution / active EE | $1,578 | $2,777-43.2% | $3,653-56.8% | $2,148-26.6% |
| Participant deferral / active EE | $4,975 | $3,160+57.4% | $4,238+17.4% | $3,539+40.5% |
| Admin fee / account holder | $36 | $199-81.7% | $5,796-99.4% | $142-74.4% |