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| Provider | Service type | Compensation |
|---|---|---|
ERICKSEN, KRENTEL & LAPORTE, LLP1+ years Filed as: ERICKSEN, KRENTEL AND LAPORTE, LLP Service code 10 · EIN 72-0549733 | Accounting | $6,190 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,005 |
Filed as: MESIROW FINANCIAL INV. MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $40,499 | $26,805+51.1% | $59,496-31.9% | $52,331-22.6% |
| Participation rate | 87.5% | 39.3%+48.2pp | 54.6%+32.9pp | 68.1%+19.4pp |
| Annual return | -0.65% | 2.61%-3.3pp | 182.05%-182.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $598 | $450+33.0% | $1,153-48.1% | $1,882-68.2% |
| Participant deferral / active EE | $2,074 | $916+126.3% | $1,829+13.4% | $3,022-31.4% |
| Admin fee / account holder | $50 | $305-83.6% | $2,232-97.8% | $592-91.6% |