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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $22,707 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $91,096 | $60,545+50.5% | $92,240-1.2% | $69,631+30.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 18.80% | 19.71%-0.9pp | 176.29%-157.5pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $6,329 | $2,633+140.3% | $3,680+72.0% | $2,032+211.4% |
| Participant deferral / active EE | $2,803 | $2,828-0.9% | $3,897-28.1% | $3,224-13.0% |
| Admin fee / account holder | $57 | $145-60.5% | $5,194-98.9% | $110-48.2% |