Filed August 7, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY1+ years Service code 12 · EIN 62-0951563 | Trustee (directed); Direct payment fr... | $53,652 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 16 ONE UNIVERSITY OFFICE PARK · WALTHAM, MA 021543423 | Consulting | $25,764 |
KEYSTONE WEALTH ADVISORS INC1+ years Filed as: KEYSTONE WEALTH ADVISORS, INC. Service code 16 150 SOUTH FIFTH STREET · MINNEAPOLIS, MN 55402 | Consulting | $25,764 |
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 | $181,665 | $89,553+102.9% | $81,367+123.3% | $52,331+247.1% |
| Participation rate | 98.2% | 82.2%+16.0pp | 82.3%+15.9pp | 68.1%+30.1pp |
| Annual return | -0.70% | 4.41%-5.1pp | -0.92%+0.2pp | 4.54%-5.2pp |
| Employer contribution / active EE | $6,229 | $3,780+64.8% | $3,930+58.5% | $1,882+231.0% |
| Participant deferral / active EE | $6,331 | $5,359+18.1% | $5,383+17.6% | $3,022+109.5% |
| Admin fee / account holder | $99 | $1,914-94.8% | $8,926-98.9% | $592-83.3% |