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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $91,741 |
CLARK NUBER2 years Filed as: CLARK NUBER, P.S. Service code 10 · EIN 91-1194016 | Accounting | $21,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,883 | $88,890-23.6% | $102,423-33.7% | $77,643-12.6% |
| Participation rate | 91.0% | 80.9%+10.1pp | 76.5%+14.5pp | 70.6%+20.4pp |
| Annual return | 10.66% | 24.98%-14.3pp | 29.32%-18.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $317 | $2,698-88.2% | $3,023-89.5% | $2,726-88.4% |
| Participant deferral / active EE | $4,234 | $5,145-17.7% | $5,053-16.2% | $4,647-8.9% |
| Admin fee / account holder | $160 | $235-32.1% | $9,451-98.3% | $430-62.8% |