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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC6+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $21,322 |
ABACUS CPAS, LLC2 years Filed as: ABACUS CPA'S LLC Service code 10 · EIN 27-2328447 | Accounting | $10,000 |
PINNACLE FAMILY ADVISORS6+ years Service code 26 · EIN 26-1317896 3010 E. BATTLEFIELD, SUITE A · SPRINGFIELD, ME 65804 | Advisory (Participants) | $10,000 |
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 | $35,128 | $79,519-55.8% | $95,960-63.4% | $73,412-52.1% |
| Participation rate | 81.5% | 81.2%+0.4pp | 77.1%+4.5pp | 72.2%+9.4pp |
| Annual return | 14.97% | 19.20%-4.2pp | 91.63%-76.7pp | 59.30%-44.3pp |
| Employer contribution / active EE | $1,823 | $2,048-11.0% | $2,541-28.3% | $2,234-18.4% |
| Participant deferral / active EE | $3,409 | $4,138-17.6% | $4,167-18.2% | $3,806-10.4% |
| Admin fee / account holder | $115 | $184-37.8% | $6,797-98.3% | $158-27.4% |