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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $57,476 |
IPS RIA, LLC1+ years Filed as: IPS RIA LLC Service code 27 · EIN 75-2817385 | Advisory (Plan) | $21,000 |
EDWARDS AND LEATHERS, P.C.1+ years Filed as: EDWARDS & LEATHERS, P.C. Service code 10 · EIN 20-8739519 | Accounting | $9,000 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 27 · EIN 75-2817385 | Advisory (Plan) | $6,250 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $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 | $44,712 | $57,096-21.7% | $94,229-52.5% | $55,191-19.0% |
| Participation rate | 91.4% | 75.7%+15.7pp | 78.8%+12.6pp | 69.2%+22.2pp |
| Annual return | 0.61% | 159.65%-159.0pp | 10.68%-10.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $954 | $1,708-44.1% | $3,587-73.4% | $1,899-49.7% |
| Participant deferral / active EE | $2,481 | $3,165-21.6% | $4,320-42.6% | $3,046-18.6% |
| Admin fee / account holder | $287 | $89+221.7% | $6,269-95.4% | $91+216.2% |