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| Provider | Service type | Compensation |
|---|---|---|
KEVIN J. DRISCOLL4+ years Filed as: KEVIN SMITH Service code 63 · EIN 43-0345811 | 12b-1 Fees | $18,813 |
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 | $34,756 | $50,947-31.8% | $74,551-53.4% | $64,173-45.8% |
| Participation rate | 72.4% | 61.1%+11.4pp | 69.1%+3.3pp | 69.6%+2.9pp |
| Annual return | -5.22% | -1.85%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $588 | $1,115-47.3% | $1,961-70.0% | $2,381-75.3% |
| Participant deferral / active EE | $3,365 | $2,302+46.2% | $3,108+8.3% | $3,470-3.0% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |