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| Provider | Service type | Compensation |
|---|---|---|
KIECKHAFER SCHIFFER LLP1+ years Filed as: KIECKHAFER, SCHIFFER & CO., LLP Service code 10 · EIN 33-0688321 | Accounting | $17,900 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,972 |
QBI, LLC1+ years Service code 13 · EIN 26-2768667 | Contract Administrator | $1,500 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $1,390 |
Filed as: FIDELITY INVESTMENTS INSTITUTIOINAL Service code 60 | Sub-TA Fees | $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 | $79,147 | $46,072+71.8% | $69,779+13.4% | $55,167+43.5% |
| Participation rate | 76.8% | 67.5%+9.4pp | 71.8%+5.0pp | 69.0%+7.8pp |
| Annual return | 6.20% | 8.68%-2.5pp | 12.99%-6.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,507 | $1,500+0.5% | $2,338-35.5% | $1,963-23.2% |
| Participant deferral / active EE | $6,693 | $2,344+185.6% | $2,931+128.4% | $3,054+119.1% |
| Admin fee / account holder | $128 | $428-70.0% | $4,381-97.1% | $504-74.6% |