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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,454 |
DUNCAN ACCOUNTING & TAX SERVICES6+ years Service code 37 · EIN 25-1408612 311 MAIN STREET · IRWIN, PA 15642 | Loan Processing | $12,935 |
CENTAURUS FINANCIAL INC6+ years Filed as: CENTAURUS FINANCIAL INC. Service code 55 2300 E. KATELLA AVENUE · ANAHEIM, CA 92806 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,608 | $54,573-25.6% | $90,951-55.4% | $73,488-44.7% |
| Participation rate | 80.6% | 61.2%+19.4pp | 69.0%+11.6pp | 70.7%+9.9pp |
| Annual return | 17.87% | 16.69%+1.2pp | 134.60%-116.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,866 | $2,517+53.6% | $3,373+14.6% | $3,740+3.4% |
| Admin fee / account holder | $105 | $521-79.9% | $5,959-98.2% | $513-79.6% |