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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN MOYNIHAN Service code 26 · EIN 43-1575390 | Advisory (Participants) | $11,230 |
PISTL SERVICE CORPORATION3 years Service code 26 · EIN 43-1565836 15400 S OUTER 40 RD STE 205 · CHESTERFIELD, MO 63021 | Advisory (Participants) | $8,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,084 | $79,438-69.7% | $106,555-77.4% | $79,391-69.7% |
| Participation rate | 30.8% | 74.2%-43.4pp | 76.1%-45.4pp | 70.7%-39.9pp |
| Annual return | 14.21% | 18.27%-4.1pp | 26.80%-12.6pp | 116.88%-102.7pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,364 | $3,824-64.3% | $4,399-69.0% | $4,046-66.3% |
| Admin fee / account holder | $263 | $523-49.8% | $7,408-96.5% | $627-58.1% |