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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN MOYNIHAN Service code 26 · EIN 43-1575390 | Advisory (Participants) | $15,984 |
PISTL SERVICE CORPORATION5+ years Service code 14 · EIN 43-1565836 | Plan Administrator | $12,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,400 | $70,917-54.3% | $98,916-67.2% | $73,493-55.9% |
| Participation rate | 58.7% | 73.8%-15.1pp | 76.0%-17.3pp | 70.7%-12.0pp |
| Annual return | 21.80% | 34.18%-12.4pp | 196.45%-174.7pp | 28.51%-6.7pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,518 | $3,501-28.1% | $4,245-40.7% | $3,740-32.7% |
| Admin fee / account holder | $248 | $535-53.6% | $6,642-96.3% | $513-51.6% |