Filed September 15, 2025 (most recent of 16 filings on file)
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
BRENT MOORE1 year Service code 27 | Advisory (Plan) | $13,879 |
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 84-1543749 | Pension Consulting | $6,405 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,263 | $77,638-37.8% | $156,551-69.2% | $62,881-23.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.42% | 50.33%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $5,167 | $3,444+50.0% | $5,501-6.1% | $2,281+126.5% |
| Participant deferral / active EE | $3,853 | $3,046+26.5% | $4,871-20.9% | $3,203+20.3% |
| Admin fee / account holder | $336 | $5,561-94.0% | $13,028-97.4% | $4,296-92.2% |