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| Provider | Service type | Compensation |
|---|---|---|
KIECKHAFER SCHIFFER LLP2+ years Filed as: KIECKHAFER, SCHIFFER & CO., LLP Service code 10 · EIN 33-0688321 | Accounting | $18,300 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,619 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $2,887 |
PBU, INC.1 year Service code 13 · EIN 26-2768667 | Contract Administrator | $1,500 |
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 | $79,742 | $50,385+58.3% | $75,501+5.6% | $62,293+28.0% |
| Participation rate | 81.4% | 67.7%+13.7pp | 72.4%+9.1pp | 69.5%+11.9pp |
| Annual return | 17.67% | 19.90%-2.2pp | 27.35%-9.7pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,505 | $1,537+63.0% | $2,352+6.5% | $2,042+22.7% |
| Participant deferral / active EE | $6,687 | $2,445+173.5% | $3,142+112.8% | $3,169+111.0% |
| Admin fee / account holder | $129 | $384-66.3% | $5,801-97.8% | $479-73.0% |