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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC6 years Filed as: BROWN LISLE/CUMMINGS INC Service code 55 · EIN 05-0310503 | Other Commissions | $130,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,087 | $106,110+1.9% | $147,005-26.5% | $77,671+39.2% |
| Participation rate | 0.0% | 78.4%-78.4pp | 82.2%-82.2pp | 70.6%-70.6pp |
| Annual return | 24.78% | 56.77%-32.0pp | 418.76%-394.0pp | 31.21%-6.4pp |
| Employer contribution / active EE | $4,228 | $4,065+4.0% | $4,934-14.3% | $2,726+55.1% |
| Participant deferral / active EE | $14,974 | $7,992+87.4% | $8,070+85.6% | $4,648+222.2% |
| Admin fee / account holder | $6 | $338-98.1% | $13,006-100.0% | $430-98.5% |