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 | $302,018 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS INC Service code 70 · EIN 43-1685158 | Consulting Fees | $222,350 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $25,000 |
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 | $38,669 | $56,606-31.7% | $67,836-43.0% | $65,292-40.8% |
| Participation rate | 39.7% | 62.4%-22.7pp | 68.8%-29.1pp | 72.4%-32.7pp |
| Annual return | 8.00% | 16.19%-8.2pp | 138.49%-130.5pp | 11.84%-3.8pp |
| Employer contribution / active EE | $244 | $1,797-86.4% | $2,404-89.8% | $2,302-89.4% |
| Participant deferral / active EE | $1,158 | $2,804-58.7% | $3,160-63.4% | $3,579-67.7% |
| Admin fee / account holder | $76 | $57+35.2% | $4,621-98.3% | $57+33.3% |