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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-2554266 | Recordkeeping | $4,196 |
Filed as: MORRIS & WELLS Service code 51 | Investment Mgmt Fees | $14 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,149 | $81,870+1.6% | $119,634-30.5% | $68,490+21.4% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -14.73% | -23.82%+9.1pp | -14.98%+0.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,778 | $2,692+3.2% | $4,232-34.4% | $2,597+7.0% |
| Participant deferral / active EE | $2,681 | $4,148-35.4% | $5,601-52.1% | $4,028-33.4% |
| Admin fee / account holder | $37 | $6,583-99.4% | $10,329-99.6% | $5,403-99.3% |