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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $47,395 |
Service code 99 · EIN 61-1758632 | Other Fees | $29,994 |
PRIDA, GUIDA & PEREZ, P.A.2 years Filed as: PRIDA, GUIDA & PEREZ, P.A Service code 10 · EIN 59-1978917 | Accounting | $10,000 |
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 | $32,515 | $54,729-40.6% | $86,235-62.3% | $71,529-54.5% |
| Participation rate | 78.8% | 60.1%+18.7pp | 69.0%+9.8pp | 67.9%+10.8pp |
| Annual return | 14.45% | 20.07%-5.6pp | 1170.03%-1155.6pp | 28.97%-14.5pp |
| Employer contribution / active EE | $689 | $1,267-45.6% | $2,381-71.1% | $2,590-73.4% |
| Participant deferral / active EE | $3,441 | $3,110+10.6% | $3,987-13.7% | $4,291-19.8% |
| Admin fee / account holder | $275 | $1,921-85.7% | $6,856-96.0% | $1,588-82.7% |