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| Provider | Service type | Compensation |
|---|---|---|
RICHEY MAY & CO LLP1 year Filed as: RICHEY, MAY & CO., LLP Service code 10 · EIN 71-0911208 | Accounting | $9,400 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $1,523 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,670 | $102,661-56.5% | $151,645-70.5% | $66,949-33.3% |
| Participation rate | 98.3% | 85.5%+12.8pp | 87.5%+10.8pp | 69.8%+28.5pp |
| Annual return | -21.14% | -10.81%-10.3pp | 3.34%-24.5pp | 1.57%-22.7pp |
| Employer contribution / active EE | $3,921 | $4,184-6.3% | $6,165-36.4% | $2,545+54.1% |
| Participant deferral / active EE | $8,545 | $6,645+28.6% | $8,363+2.2% | $4,239+101.6% |
| Admin fee / account holder | $48 | $630-92.4% | $11,614-99.6% | $594-92.0% |