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| Provider | Service type | Compensation |
|---|---|---|
KCOE ISOM, LLP1 year Service code 10 · EIN 48-0567703 | Accounting | $28,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,160 |
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 | $46,791 | $69,305-32.5% | $82,312-43.2% | $69,631-32.8% |
| Participation rate | 88.6% | 80.3%+8.4pp | 76.9%+11.7pp | 70.7%+18.0pp |
| Annual return | 14.53% | 21.47%-6.9pp | 25.88%-11.3pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $506 | $1,887-73.2% | $2,428-79.2% | $2,032-75.1% |
| Participant deferral / active EE | $2,658 | $3,568-25.5% | $3,706-28.3% | $3,224-17.5% |
| Admin fee / account holder | $77 | $97-21.1% | $5,608-98.6% | $110-30.6% |