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| Provider | Service type | Compensation |
|---|---|---|
EDBERG & PERRY INC1 year Service code 15 · EIN 86-0738258 2155 W PINNACLE PEAK RD · PHOENIX, AZ 85027 | Recordkeeping | $11,633 |
Filed as: SCHMIDT WESTERGARD & COMPANY PLLC Service code 10 · EIN 86-0271207 77 WEST UNIVERSITY DR · MESA, AZ 85201 | Accounting | $8,509 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,564 | $85,766-48.0% | $136,297-67.3% | $70,124-36.5% |
| Participation rate | 96.8% | 74.2%+22.7pp | 81.9%+14.9pp | 69.5%+27.3pp |
| Annual return | 24.88% | 31.45%-6.6pp | 5156.19%-5131.3pp | 73.14%-48.3pp |
| Employer contribution / active EE | $2,107 | $2,966-29.0% | $4,696-55.1% | $2,342-10.1% |
| Participant deferral / active EE | $5,096 | $5,051+0.9% | $6,247-18.4% | $3,332+53.0% |
| Admin fee / account holder | $182 | $5,420-96.7% | $9,244-98.0% | $4,645-96.1% |