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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $97,903 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,307 | $56,638+50.6% | $169,397-49.6% | $74,473+14.5% |
| Participation rate | 96.6% | 67.5%+29.1pp | 77.2%+19.4pp | 70.7%+25.8pp |
| Annual return | 17.90% | 24.75%-6.9pp | 406.23%-388.3pp | 34.36%-16.5pp |
| Employer contribution / active EE | $5,069 | $2,027+150.1% | $4,013+26.3% | $2,638+92.1% |
| Participant deferral / active EE | $11,370 | $4,223+169.2% | $6,223+82.7% | $4,530+151.0% |
| Admin fee / account holder | $122 | $307-60.1% | $9,017-98.6% | $347-64.8% |