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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COOPER, TRAVIS & COMPANY, PLC Service code 10 · EIN 62-1317955 | Accounting | $16,662 |
ACUFF & ASSOCIATES, INC.4+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $4,960 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $956 |
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 | $81,622 | $55,002+48.4% | $59,887+36.3% | $56,287+45.0% |
| Participation rate | 83.8% | 75.9%+7.9pp | 74.7%+9.1pp | 69.9%+14.0pp |
| Annual return | -4.60% | 1.13%-5.7pp | 3.46%-8.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,619 | $2,448-33.9% | $2,722-40.5% | $2,111-23.3% |
| Participant deferral / active EE | $2,802 | $3,121-10.2% | $3,402-17.6% | $3,350-16.4% |
| Admin fee / account holder | $126 | $236-46.7% | $3,591-96.5% | $521-75.9% |