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| Provider | Service type | Compensation |
|---|---|---|
JAMES MOORE & CO., P.L.1 year Filed as: JAMES MOORE & CO PL Service code 10 · EIN 59-3204548 | Accounting | $16,676 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $13,754 |
BATES & COMPANY, INC.5 years Filed as: BATES & COMPANY Service code 13 · EIN 59-3465757 1201 S ORLANDO AVENUE STE 202 · WINTER PARK, FL 32789 | Contract Administrator | $5,901 |
BATES & COMPANY, INC.7+ years Service code 13 1201 S ORLANDO AVE STE 202 · WINTER PARK, FL 32789 | Contract Administrator | $5,350 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,281 |
Filed as: MML INVESTORS SERVICES, INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
BAIRD FUNDS7+ years Filed as: ROBERT P BURKE Service code 53 222 CENTRAL PARK AVE STE 1100 · VIRGINIA BEACH, VA 23462 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,079 | $49,451-0.8% | $79,550-38.3% | $66,914-26.7% |
| Participation rate | 54.4% | 61.3%-6.9pp | 69.5%-15.1pp | 69.8%-15.4pp |
| Annual return | -15.59% | 84.25%-99.8pp | 0.16%-15.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,211 | $1,266-4.3% | $2,413-49.8% | $2,544-52.4% |
| Participant deferral / active EE | $3,124 | $3,159-1.1% | $3,985-21.6% | $4,237-26.3% |
| Admin fee / account holder | $263 | $595-55.8% | $6,832-96.2% | $593-55.7% |