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| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.3+ 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 | $2,030 |
COOPER TRAVIS & COMPANY PLC3+ 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 | $89,521 | $57,976+54.4% | $63,018+42.1% | $62,293+43.7% |
| Participation rate | 82.3% | 75.9%+6.4pp | 74.8%+7.5pp | 69.5%+12.8pp |
| Annual return | 16.80% | 17.54%-0.7pp | 87.62%-70.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,612 | $2,415-33.2% | $2,761-41.6% | $2,042-21.1% |
| Participant deferral / active EE | $2,761 | $2,956-6.6% | $3,330-17.1% | $3,169-12.9% |
| Admin fee / account holder | $17 | $276-93.8% | $3,601-99.5% | $479-96.4% |