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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,701 |
ACUFF & ASSOCIATES, INC.4 years Filed as: ACUFF & ASSOCIATES Service code 49 | Other Services | $17,200 |
ACUFF & ASSOCIATES, INC.4 years Service code 49 · EIN 62-1477251 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,566 | $61,166+138.0% | $185,837-21.7% | $79,393+83.3% |
| Participation rate | 99.0% | 66.6%+32.3pp | 81.7%+17.3pp | 70.7%+28.3pp |
| Annual return | 13.69% | 19.45%-5.8pp | 122.08%-108.4pp | 116.87%-103.2pp |
| Employer contribution / active EE | $5,930 | $2,321+155.5% | $5,168+14.7% | $2,428+144.3% |
| Participant deferral / active EE | $3,662 | $2,789+31.3% | $5,568-34.2% | $4,046-9.5% |
| Admin fee / account holder | $132 | $710-81.4% | $16,241-99.2% | $627-78.9% |