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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT2 years Filed as: FRONTIER WEALTH MGT LLC Service code 26 · EIN 26-0236753 4435 MAIN ST · KANSAS CITY, MO 641111842 | Advisory (Participants) | $30,671 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,028 |
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 | $84,538 | $55,453+52.5% | $170,435-50.4% | $62,293+35.7% |
| Participation rate | 96.1% | 66.4%+29.7pp | 83.6%+12.5pp | 69.5%+26.6pp |
| Annual return | 18.62% | 21.38%-2.8pp | 205.94%-187.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $3,335 | $2,164+54.2% | $5,432-38.6% | $2,042+63.3% |
| Participant deferral / active EE | $3,482 | $2,303+51.2% | $4,939-29.5% | $3,169+9.9% |
| Admin fee / account holder | $14 | $455-97.0% | $13,881-99.9% | $479-97.1% |