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| Provider | Service type | Compensation |
|---|---|---|
CLARK NUBER1 year Service code 10 · EIN 91-0119401 | Accounting | $16,703 |
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE Service code 16 · EIN 91-1176315 | Consulting | $12,475 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $1,885 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO2+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$70,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $119,058 | $37,213+219.9% | $156,551-23.9% | $63,975+86.1% |
| Participation rate | 28.4% | 65.0%-36.5pp | 84.0%-55.6pp | 71.1%-42.7pp |
| Annual return | 8.45% | 47.89%-39.4pp | 32.23%-23.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,514 | $2,070+21.4% | $4,871-48.4% | $3,356-25.1% |
| Admin fee / account holder | $0 | $56-100.0% | $13,028-100.0% | $70-100.0% |