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| Provider | Service type | Compensation |
|---|---|---|
PENSION STRATEGIES, LLC1 year Filed as: PENSION STRATEGIES, INC. Service code 14 · EIN 20-5397720 | Plan Administrator | $20,414 |
PRICE KONG & CO, CPAS PA1 year Filed as: PRICE KONG Service code 10 · EIN 86-0611246 | Accounting | $7,000 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,387 |
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 | $26,113 | $60,545-56.9% | $92,240-71.7% | $69,631-62.5% |
| Participation rate | 73.4% | 72.2%+1.2pp | 76.5%-3.1pp | 70.7%+2.7pp |
| Annual return | 17.57% | 19.71%-2.1pp | 176.29%-158.7pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $736 | $2,633-72.1% | $3,680-80.0% | $2,032-63.8% |
| Participant deferral / active EE | $2,037 | $2,828-28.0% | $3,897-47.7% | $3,224-36.8% |
| Admin fee / account holder | $58 | $145-59.6% | $5,194-98.9% | $110-47.1% |