| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $133,959 |
Service code 37 · EIN 04-2647786 | Loan Processing | $111,885 |
Service code 10 · EIN 39-0747409 | Accounting | $8,000 |
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 | $47,624 | $96,403-50.6% | $93,621-49.1% | $77,775-38.8% |
| Participation rate | 91.4% | 87.6%+3.7pp | 75.8%+15.6pp | 73.2%+18.2pp |
| Annual return | 184.17% | 39.36%+144.8pp | 32.76%+151.4pp | 32.58%+151.6pp |
| Employer contribution / active EE | $1,866 | $3,616-48.4% | $2,719-31.4% | $2,504-25.5% |
| Participant deferral / active EE | $6,340 | $5,341+18.7% | $4,070+55.8% | $3,966+59.9% |
| Admin fee / account holder | $124 | $90+38.5% | $7,890-98.4% | $100+23.9% |