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| Provider | Service type | Compensation |
|---|---|---|
IRA GROUP3 years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $120,000 |
WARREN AVERETT, LLC3 years Service code 10 · EIN 45-4084437 | Accounting | $22,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,323 | $126,505-9.6% | $90,796+25.9% | $126,505-9.6% |
| Participation rate | 90.8% | 81.0%+9.8pp | 69.5%+21.3pp | 81.0%+9.8pp |
| Annual return | 14.58% | 14.86%-0.3pp | 19.29%-4.7pp | 14.86%-0.3pp |
| Employer contribution / active EE | $2,237 | $4,041-44.7% | $2,294-2.5% | $4,041-44.7% |
| Participant deferral / active EE | $6,148 | $6,313-2.6% | $3,822+60.9% | $6,313-2.6% |
| Admin fee / account holder | $9 | $145-93.8% | $7,024-99.9% | $145-93.8% |