Filed May 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $185,844 |
MERCER5 years Service code 26 · EIN 30-0282430 | Advisory (Participants) | $54,360 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $20,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $160,482 | $83,884+91.3% | $64,110+150.3% | $74,478+115.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 16.34% | 16.57%-0.2pp | 33.75%-17.4pp | 34.37%-18.0pp |
| Employer contribution / active EE | $9,100 | $3,084+195.1% | $2,751+230.8% | $2,637+245.1% |
| Participant deferral / active EE | $10,060 | $3,692+172.5% | $3,883+159.1% | $4,530+122.1% |
| Admin fee / account holder | $141 | $196-28.1% | $3,071-95.4% | $347-59.4% |