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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $173,660 |
SB & COMPANY, LLC1 year Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $12,400 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $11,900 |
NATIONAL FINANCIAL SERVICES4 years Service code 16 · EIN 20-8874282 | Consulting | $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 | $62,909 | $47,456+32.6% | $172,753-63.6% | $77,775-19.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 19.15% | 35.57%-16.4pp | 803.00%-783.8pp | 32.58%-13.4pp |
| Employer contribution / active EE | $2,093 | $1,574+33.0% | $5,144-59.3% | $2,504-16.4% |
| Participant deferral / active EE | $4,309 | $2,560+68.3% | $5,198-17.1% | $3,966+8.7% |
| Admin fee / account holder | $80 | $81-0.5% | $13,956-99.4% | $100-19.6% |