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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 16 · EIN 52-1219029 | Consulting | $60,025 |
Filed as: ALLIANT RETIREMENT SERVICE Service code 10 · EIN 33-0785439 | Accounting | $20,000 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $19,671 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,099 | $92,091-74.9% | $63,018-63.3% | $77,958-70.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 12.19% | 16.23%-4.0pp | 87.63%-75.4pp | 20.87%-8.7pp |
| Employer contribution / active EE | $2,933 | $3,424-14.3% | $2,761+6.2% | $2,310+27.0% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,330-100.0% | $3,537-100.0% |
| Admin fee / account holder | $11 | $48-78.0% | $3,601-99.7% | $97-89.2% |