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| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC9+ years Service code 16 · EIN 20-1903821 | Consulting | $75,000 |
CORRELL CO.9+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $53,893 |
SELDEN FOX, LTD.9+ years Service code 10 · EIN 36-2985770 | Accounting | $12,900 |
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 | $56,055 | $99,201-43.5% | $96,544-41.9% | $74,473-24.7% |
| Participation rate | 98.0% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.3pp |
| Annual return | 17.61% | 22.40%-4.8pp | 25.88%-8.3pp | 34.36%-16.8pp |
| Employer contribution / active EE | $2,690 | $2,570+4.7% | $2,966-9.3% | $2,638+2.0% |
| Participant deferral / active EE | $6,791 | $4,938+37.5% | $4,851+40.0% | $4,530+49.9% |
| Admin fee / account holder | $185 | $225-17.8% | $8,254-97.8% | $347-46.7% |