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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $43,831 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,977 |
ACUFF & ASSOCIATES, INC.3 years Service code 15 · EIN 62-1477251 | Recordkeeping | $1,697 |
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 | $131,357 | $84,940+54.6% | $111,306+18.0% | $79,389+65.5% |
| Participation rate | 93.0% | 75.9%+17.2pp | 77.3%+15.7pp | 70.7%+22.3pp |
| Annual return | 15.39% | 17.45%-2.1pp | 54.67%-39.3pp | 116.89%-101.5pp |
| Employer contribution / active EE | $4,144 | $1,979+109.3% | $2,732+51.7% | $2,428+70.7% |
| Participant deferral / active EE | $5,193 | $3,889+33.5% | $4,488+15.7% | $4,046+28.4% |
| Admin fee / account holder | $256 | $537-52.3% | $7,966-96.8% | $626-59.1% |