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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN MOYNIHAN Service code 26 · EIN 43-1575390 | Advisory (Participants) | $20,645 |
PISTL SERVICE CORPORATION3+ years Service code 14 · EIN 43-1565836 | Plan Administrator | $3,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,915 | $58,093-36.5% | $80,022-53.9% | $56,287-34.4% |
| Participation rate | 55.6% | 73.6%-18.1pp | 75.8%-20.3pp | 69.9%-14.3pp |
| Annual return | -7.63% | 34.63%-42.3pp | 11.22%-18.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,702 | $3,136-13.8% | $3,686-26.7% | $3,350-19.3% |
| Admin fee / account holder | $246 | $623-60.5% | $6,521-96.2% | $521-52.8% |