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| Provider | Service type | Compensation |
|---|---|---|
NORVELL & ASSOCIATES, P.C.1+ years Service code 10 · EIN 45-2574444 2009 DARBY DRIVE · FLORENCE, AL 35630 | Accounting | $11,912 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 1500 AMERICAN BLVD. NJ2-150-01-13 · PENNINGTON, NJ 08534 | Recordkeeping | $8,675 |
QCWDR, LLP1+ years Service code 29 · EIN 45-1444874 2-20TH STREET NORTH, SUITE 930 · BIRMINGHAM, AL 35203 | Legal | $5,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,604 | $37,884-11.3% | $79,467-57.7% | $75,289-55.4% |
| Participation rate | 82.7% | 65.0%+17.7pp | 73.3%+9.3pp | 72.4%+10.2pp |
| Annual return | 11.34% | 1.06%+10.3pp | 718.30%-707.0pp | -0.04%+11.4pp |
| Employer contribution / active EE | $3,753 | $1,680+123.4% | $2,800+34.0% | $2,405+56.1% |
| Participant deferral / active EE | $120 | $2,569-95.3% | $3,704-96.8% | $3,739-96.8% |
| Admin fee / account holder | $35 | $77-54.5% | $5,104-99.3% | $102-65.9% |