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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN SPONSOR ADVISORS, LLC Service code 27 · EIN 20-1079566 | Advisory (Plan) | $33,802 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,977 |
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 | $70,557 | $54,320+29.9% | $67,653+4.3% | $52,331+34.8% |
| Participation rate | 89.9% | 73.6%+16.3pp | 75.7%+14.2pp | 68.1%+21.8pp |
| Annual return | 0.16% | 6.81%-6.6pp | 6625.22%-6625.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,731 | $1,544+12.1% | $2,266-23.6% | $1,882-8.0% |
| Participant deferral / active EE | $3,646 | $2,950+23.6% | $3,560+2.4% | $3,022+20.6% |
| Admin fee / account holder | $163 | $527-69.0% | $4,821-96.6% | $592-72.4% |