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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP5+ years Service code 17 · EIN 65-1212237 | Pension Consulting | $78,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,420 |
BOUTWELL FAY LLP3 years Service code 29 · EIN 33-0802931 | Legal | $11,940 |
Form 5500 reported that benefits due were not provided when due.
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 | $64,487 | $53,565+20.4% | $172,757-62.7% | $82,204-21.6% |
| Participation rate | 76.2% | 69.6%+6.6pp | 82.6%-6.4pp | 73.4%+2.8pp |
| Annual return | 27.39% | 31.42%-4.0pp | 803.06%-775.7pp | 26.31%+1.1pp |
| Employer contribution / active EE | $1,595 | $1,857-14.1% | $5,144-69.0% | $2,707-41.1% |
| Participant deferral / active EE | $5,026 | $3,006+67.2% | $5,198-3.3% | $4,246+18.4% |
| Admin fee / account holder | $16 | $61-73.4% | $13,956-99.9% | $76-78.4% |