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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT3 years Filed as: FRONTIER WEALTH MGT LLC Service code 26 · EIN 26-0236753 4435 MAIN ST · KANSAS CITY, MO 641111842 | Advisory (Participants) | $34,703 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,233 |
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 | $86,010 | $47,977+79.3% | $154,111-44.2% | $56,287+52.8% |
| Participation rate | 95.3% | 66.2%+29.1pp | 83.0%+12.2pp | 69.9%+25.4pp |
| Annual return | -5.81% | 3.54%-9.4pp | 735.18%-741.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $3,902 | $2,169+79.9% | $5,298-26.4% | $2,111+84.8% |
| Participant deferral / active EE | $3,721 | $2,392+55.6% | $5,081-26.8% | $3,350+11.1% |
| Admin fee / account holder | $16 | $438-96.3% | $13,411-99.9% | $521-96.9% |