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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT & HOLLAND, LLP Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $19,100 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,964 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,175 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $2,230 |
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 | $28,603 | $55,449-48.4% | $83,831-65.9% | $56,289-49.2% |
| Participation rate | 72.1% | 68.0%+4.1pp | 76.1%-4.1pp | 69.9%+2.2pp |
| Annual return | -5.03% | -1.38%-3.6pp | 850.99%-856.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,405 | $2,430+40.1% | $3,631-6.2% | $2,111+61.3% |
| Participant deferral / active EE | $4,968 | $2,935+69.2% | $4,082+21.7% | $3,350+48.3% |
| Admin fee / account holder | $103 | $656-84.4% | $5,479-98.1% | $521-80.3% |