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| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.2+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $4,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $945 |
COOPER TRAVIS & COMPANY PLC2+ years Filed as: COOPER, TRAVIS & COMPANY, LLC Service code 10 · EIN 62-1317955 | Accounting | $0 |
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 | $84,995 | $52,467+62.0% | $57,196+48.6% | $55,167+54.1% |
| Participation rate | 83.9% | 75.8%+8.0pp | 75.3%+8.5pp | 69.0%+14.9pp |
| Annual return | 7.35% | 7.72%-0.4pp | 14.59%-7.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,591 | $2,477-35.8% | $2,683-40.7% | $1,963-18.9% |
| Participant deferral / active EE | $2,826 | $2,830-0.1% | $3,096-8.7% | $3,054-7.5% |
| Admin fee / account holder | $11 | $269-95.9% | $3,141-99.6% | $504-97.8% |