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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC5+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $21,896 |
ABACUS CPAS, LLC1 year Filed as: ABACUS CPA'S LLC Service code 10 · EIN 27-2328447 | Accounting | $10,000 |
PINNACLE FAMILY ADVISORS5+ years Service code 26 · EIN 26-1317896 3010 E. BATTLEFIELD, SUITE A · SPRINGFIELD, ME 65804 | Advisory (Participants) | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,243 | $73,404-60.2% | $87,102-66.4% | $67,579-56.7% |
| Participation rate | 80.9% | 80.9%0pp | 76.9%+4.0pp | 71.3%+9.6pp |
| Annual return | 22.84% | 48.29%-25.5pp | 28.19%-5.4pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,582 | $2,014-21.4% | $2,521-37.3% | $2,148-26.3% |
| Participant deferral / active EE | $2,906 | $3,913-25.7% | $4,048-28.2% | $3,539-17.9% |
| Admin fee / account holder | $119 | $142-15.8% | $7,491-98.4% | $142-16.2% |