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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $32,539 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,575 |
ACUFF & ASSOCIATES, INC.2 years Service code 15 · EIN 62-1477251 | Recordkeeping | $1,370 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,521 | $73,638+50.1% | $95,964+15.2% | $73,497+50.4% |
| Participation rate | 96.1% | 76.2%+20.0pp | 77.1%+19.1pp | 70.7%+25.5pp |
| Annual return | 15.44% | 16.78%-1.3pp | 91.64%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $4,577 | $1,863+145.7% | $2,541+80.1% | $2,270+101.6% |
| Participant deferral / active EE | $5,497 | $3,617+52.0% | $4,167+31.9% | $3,740+47.0% |
| Admin fee / account holder | $202 | $482-58.0% | $6,797-97.0% | $513-60.6% |