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| Provider | Service type | Compensation |
|---|---|---|
FONTICA BUSINESS SOLUTIONS, INC.1+ years Service code 15 · EIN 47-1069923 | Recordkeeping | $244,147 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $109,614 |
MPC CAPITAL ADVISORS LLC1+ years Service code 27 · EIN 27-2136582 | Advisory (Plan) | $30,000 |
GARY A NAGLER PLLC1+ years Filed as: GARY A NAGLER & ASSOCIATES, PLLC Service code 29 · EIN 76-0622745 | Legal | $8,468 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $7,784 |
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 | $93,572 | $80,177+16.7% | $123,894-24.5% | $57,658+62.3% |
| Participation rate | 95.2% | 74.4%+20.8pp | 81.4%+13.8pp | 70.2%+25.0pp |
| Annual return | 6.99% | 17.90%-10.9pp | 47.52%-40.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $5,429 | $2,913+86.4% | $4,617+17.6% | $1,974+175.1% |
| Participant deferral / active EE | $9,294 | $5,130+81.2% | $5,984+55.3% | $3,061+203.7% |
| Admin fee / account holder | $180 | $106+69.2% | $8,357-97.8% | $95+90.3% |