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| Provider | Service type | Compensation |
|---|---|---|
AGUILA ASSET MANAGEMENT2 years Service code 15 · EIN 45-4145220 | Recordkeeping | $8,624 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,923 | $66,302-77.5% | $110,243-86.5% | $56,289-73.5% |
| Participation rate | 90.1% | 74.9%+15.2pp | 79.8%+10.3pp | 69.9%+20.3pp |
| Annual return | -6.92% | -1.18%-5.7pp | 314.76%-321.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $652 | $2,047-68.2% | $3,827-83.0% | $2,111-69.1% |
| Participant deferral / active EE | $1,987 | $3,381-41.2% | $4,672-57.5% | $3,350-40.7% |
| Admin fee / account holder | $68 | $698-90.2% | $8,548-99.2% | $521-86.9% |