Filed January 30, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SMITH & ASSOCIATES1 year Filed as: NR SMITH AND ASSOCIATES Service code 16 · EIN 91-0959909 | Consulting | $10,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,376 | $51,466-9.9% | $78,778-41.1% | $62,293-25.6% |
| Participation rate | 48.2% | 59.8%-11.6pp | 69.2%-21.0pp | 69.5%-21.3pp |
| Annual return | 11.97% | 19.96%-8.0pp | 35.62%-23.7pp | 28.90%-16.9pp |
| Employer contribution / active EE | $651 | $827-21.3% | $1,986-67.2% | $2,042-68.1% |
| Participant deferral / active EE | $1,908 | $2,147-11.1% | $2,958-35.5% | $3,169-39.8% |
| Admin fee / account holder | $82 | $489-83.3% | $5,134-98.4% | $479-82.9% |