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| Provider | Service type | Compensation |
|---|---|---|
COOPER TRAVIS & COMPANY PLC3 years Filed as: COOPER, TRAVIS & COMPANY, PLC Service code 10 · EIN 62-1317955 | Accounting | $33,562 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $954 |
ACUFF & ASSOCIATES, INC.6+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $360 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,289 | $65,322+55.1% | $70,476+43.7% | $73,493+37.8% |
| Participation rate | 80.3% | 77.0%+3.3pp | 75.1%+5.2pp | 70.7%+9.6pp |
| Annual return | 16.69% | 15.71%+1.0pp | 109.12%-92.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,831 | $2,460-25.6% | $2,738-33.1% | $2,270-19.4% |
| Participant deferral / active EE | $3,023 | $3,375-10.4% | $3,710-18.5% | $3,740-19.2% |
| Admin fee / account holder | $231 | $214+8.0% | $3,847-94.0% | $513-54.9% |