Filed January 8, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $279,131 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS INC Service code 70 | Consulting Fees | $97,622 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC. Service code 70 · EIN 43-1685158 | Consulting Fees | $72,018 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $22,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,876 | $56,882-35.2% | $60,547-39.1% | $67,505-45.4% |
| Participation rate | 38.8% | 66.9%-28.1pp | 68.0%-29.1pp | 71.2%-32.4pp |
| Annual return | 1.32% | -0.06%+1.4pp | 335.64%-334.3pp | 6.52%-5.2pp |
| Employer contribution / active EE | $233 | $2,085-88.8% | $2,419-90.4% | $2,173-89.3% |
| Participant deferral / active EE | $1,113 | $3,091-64.0% | $3,328-66.6% | $3,597-69.1% |
| Admin fee / account holder | $72 | $65+11.7% | $4,536-98.4% | $56+29.1% |