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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $43,615 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,729 |
ACUFF & ASSOCIATES, INC.4 years Service code 15 · EIN 62-1477251 | Recordkeeping | $1,129 |
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 | $106,555 | $65,437+62.8% | $86,698+22.9% | $66,949+59.2% |
| Participation rate | 96.6% | 75.5%+21.2pp | 76.6%+20.0pp | 69.8%+26.8pp |
| Annual return | -17.05% | -10.91%-6.1pp | 35.96%-53.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $4,317 | $2,154+100.5% | $2,837+52.2% | $2,545+69.6% |
| Participant deferral / active EE | $5,546 | $4,102+35.2% | $4,656+19.1% | $4,239+30.8% |
| Admin fee / account holder | $240 | $642-62.5% | $7,492-96.8% | $594-59.5% |