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| Provider | Service type | Compensation |
|---|---|---|
IRA GROUP2 years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $37,879 |
WARREN AVERETT, LLC2 years Service code 10 · EIN 45-4084437 | Accounting | $31,500 |
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 | $104,600 | $103,282+1.3% | $81,370+28.5% | $99,313+5.3% |
| Participation rate | 90.8% | 73.2%+17.6pp | 69.5%+21.3pp | 71.7%+19.1pp |
| Annual return | 14.06% | 15.11%-1.1pp | 24.85%-10.8pp | 17.67%-3.6pp |
| Employer contribution / active EE | $2,113 | $3,061-31.0% | $2,464-14.2% | $3,264-35.3% |
| Participant deferral / active EE | $5,799 | $4,549+27.5% | $3,885+49.3% | $5,346+8.5% |
| Admin fee / account holder | $8 | $78-89.9% | $5,749-99.9% | $109-92.7% |