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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $18,122 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,583 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,577 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,417 |
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 | $30,928 | $40,522-23.7% | $84,628-63.5% | $67,579-54.2% |
| Participation rate | 89.6% | 51.1%+38.5pp | 68.2%+21.3pp | 71.3%+18.3pp |
| Annual return | 29.37% | 32.72%-3.4pp | 258.80%-229.4pp | 378.56%-349.2pp |
| Employer contribution / active EE | $1,352 | $1,146+17.9% | $2,653-49.1% | $2,148-37.1% |
| Participant deferral / active EE | $5,304 | $2,132+148.8% | $3,900+36.0% | $3,539+49.9% |
| Admin fee / account holder | $114 | $145-21.6% | $4,914-97.7% | $142-19.9% |