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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $143,235 |
401K ADVISORS INC2 years Filed as: 401K ADVISORS, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $108,333 |
VERISIGHT, INC.1 year Filed as: VERISIGHT, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $59,202 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,644 |
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 | $86,119 | $47,456+81.5% | $172,757-50.2% | $77,775+10.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 22.43% | 35.57%-13.1pp | 803.06%-780.6pp | 32.58%-10.1pp |
| Employer contribution / active EE | $3,805 | $1,574+141.7% | $5,144-26.0% | $2,504+52.0% |
| Participant deferral / active EE | $4,688 | $2,560+83.2% | $5,198-9.8% | $3,966+18.2% |
| Admin fee / account holder | $103 | $81+26.9% | $13,956-99.3% | $100+2.6% |