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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $46,318 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $30,468 |
ACUFF & ASSOCIATES, INC.5 years Service code 15 · EIN 62-1477251 | Recordkeeping | $1,140 |
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 | $124,057 | $99,201+25.1% | $96,544+28.5% | $74,473+66.6% |
| Participation rate | 90.4% | 80.7%+9.7pp | 76.0%+14.4pp | 70.7%+19.7pp |
| Annual return | 17.67% | 22.40%-4.7pp | 25.88%-8.2pp | 34.36%-16.7pp |
| Employer contribution / active EE | $4,334 | $2,570+68.6% | $2,966+46.1% | $2,638+64.3% |
| Participant deferral / active EE | $5,540 | $4,938+12.2% | $4,851+14.2% | $4,530+22.3% |
| Admin fee / account holder | $280 | $225+24.5% | $8,254-96.6% | $347-19.4% |