| Provider | Service type | Compensation |
|---|---|---|
BRIGGS & VESELKA CO.1+ years Filed as: BRIGGS & VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $18,481 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $226,471 | $86,791+160.9% | $115,038+96.9% | $59,188+282.6% |
| Participation rate | 97.7% | 72.8%+24.9pp | 81.4%+16.3pp | 69.4%+28.3pp |
| Annual return | 1.55% | 4.44%-2.9pp | 26.14%-24.6pp | 5.51%-4.0pp |
| Employer contribution / active EE | $3,276 | $2,950+11.1% | $4,608-28.9% | $2,098+56.2% |
| Participant deferral / active EE | $16,234 | $5,298+206.4% | $6,026+169.4% | $3,265+397.3% |
| Admin fee / account holder | -$206 | $95-317.3% | $8,175-102.5% | $92-323.7% |