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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JIM STEWART Service code 22 2238 W. PALMETTO ST · FLORENCE, SC 295014047 | Insurance Broker | $43,151 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,090 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,500 | $88,324-29.2% | $115,038-45.7% | $55,191+13.2% |
| Participation rate | 90.8% | 72.5%+18.3pp | 81.4%+9.5pp | 69.2%+21.7pp |
| Annual return | -1.66% | 6.30%-8.0pp | 26.14%-27.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $3,026 | $2,805+7.9% | $4,608-34.3% | $1,899+59.3% |
| Participant deferral / active EE | $3,476 | $5,042-31.1% | $6,026-42.3% | $3,046+14.1% |
| Admin fee / account holder | $18 | $105-83.3% | $8,175-99.8% | $91-80.6% |