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| Provider | Service type | Compensation |
|---|---|---|
KPP ADVISORY SERVICES2 years Service code 27 · EIN 82-2156735 | Advisory (Plan) | $50,429 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,705 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $23,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,679 | $107,741-14.9% | $96,576-5.1% | $79,634+15.1% |
| Participation rate | 75.4% | 79.1%-3.7pp | 81.4%-6.0pp | 62.5%+12.9pp |
| Annual return | 20.59% | 19.24%+1.3pp | 38.47%-17.9pp | 36.46%-15.9pp |
| Employer contribution / active EE | $4,404 | $2,991+47.2% | $3,553+23.9% | $2,529+74.1% |
| Participant deferral / active EE | $9,667 | $7,899+22.4% | $7,956+21.5% | $3,835+152.1% |
| Admin fee / account holder | $163 | $1,150-85.8% | $11,381-98.6% | $1,002-83.7% |