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| Provider | Service type | Compensation |
|---|---|---|
HAYS FINANCIAL GROUP2 years Filed as: HAYS FINANCIAL GROUP LLC Service code 17 · EIN 41-1931920 | Pension Consulting | $27,483 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $13,017 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,364 | $54,701-31.7% | $86,188-56.6% | $71,457-47.7% |
| Participation rate | 99.4% | 60.1%+39.3pp | 69.0%+30.5pp | 67.9%+31.5pp |
| Annual return | 18.67% | 20.06%-1.4pp | 1168.45%-1149.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,008 | $1,265-20.3% | $2,380-57.7% | $2,588-61.1% |
| Participant deferral / active EE | $3,873 | $3,108+24.6% | $3,985-2.8% | $4,289-9.7% |
| Admin fee / account holder | $146 | $1,922-92.4% | $6,852-97.9% | $1,587-90.8% |