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| Provider | Service type | Compensation |
|---|---|---|
CPA ASSOCIATES PC4 years Filed as: CPA ASSOCIATES Service code 10 401 S. ROOSEVELT AVE · BURLINGTON, IA 52655 | Accounting | $13,800 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,975 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,845 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,994 | $197,263-90.4% | $88,632-78.6% | - |
| Participation rate | 88.9% | 67.9%+21.0pp | 68.8%+20.1pp | - |
| Annual return | 23.52% | 16.18%+7.3pp | 43.75%-20.2pp | - |
| Employer contribution / active EE | $735 | $1,949-62.3% | $2,101-65.0% | - |
| Participant deferral / active EE | $1,970 | $3,315-40.6% | $2,917-32.5% | - |
| Admin fee / account holder | $260 | $14,091-98.2% | $4,308-94.0% | - |