Filed September 15, 2025 (most recent of 16 filings on file)
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
BRENT MOORE2 years Service code 27 | Advisory (Plan) | $6,251 |
EPLAN ADVISORS, LLC2 years Service code 17 · EIN 84-1543749 | Pension Consulting | $5,464 |
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 | $65,538 | $84,236-22.2% | $170,439-61.5% | $70,124-6.5% |
| Participation rate | 89.3% | 70.8%+18.5pp | 83.6%+5.7pp | 69.5%+19.8pp |
| Annual return | 19.73% | 23.06%-3.3pp | 205.94%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $6,771 | $3,387+99.9% | $5,433+24.6% | $2,342+189.0% |
| Participant deferral / active EE | $4,210 | $3,086+36.4% | $4,939-14.8% | $3,332+26.4% |
| Admin fee / account holder | $410 | $5,698-92.8% | $13,881-97.0% | $4,645-91.2% |