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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.8+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $49,601 |
MONETA GROUP LLC8+ years Service code 16 · EIN 20-1903821 | Consulting | $45,000 |
SELDEN FOX, LTD.8+ years Service code 10 · EIN 36-2985770 | Accounting | $12,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,588 | $72,303-30.0% | $86,698-41.6% | $64,824-22.0% |
| Participation rate | 96.9% | 80.4%+16.4pp | 76.6%+20.3pp | 71.5%+25.4pp |
| Annual return | -14.84% | 392.77%-407.6pp | 35.96%-50.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $1,642 | $2,393-31.4% | $2,837-42.1% | $2,507-34.5% |
| Participant deferral / active EE | $6,038 | $4,660+29.6% | $4,656+29.7% | $4,311+40.0% |
| Admin fee / account holder | $152 | $174-12.5% | $7,492-98.0% | $188-18.9% |