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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-0273986 | Advisory (Plan) | $7,196 |
MCNAIR LAW FIRM, P.A1 year Filed as: MCNAIR LAW FIRM, P.A. Service code 29 · EIN 57-0703244 | Legal | $5,320 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,123 | $28,109-42.6% | $71,089-77.3% | $56,289-71.4% |
| Participation rate | 44.6% | 40.4%+4.1pp | 54.6%-10.1pp | 69.9%-25.3pp |
| Annual return | -9.63% | -615.05%+605.4pp | 650.65%-660.3pp | -9.96%+0.3pp |
| Employer contribution / active EE | $729 | $558+30.8% | $1,088-32.9% | $2,111-65.4% |
| Participant deferral / active EE | $778 | $1,116-30.2% | $1,873-58.4% | $3,350-76.8% |
| Admin fee / account holder | $149 | $585-74.5% | $3,082-95.2% | $521-71.4% |