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| Provider | Service type | Compensation |
|---|---|---|
CTC MYCFO, LLC1 year Filed as: CTC MYCFO,LLC Service code 27 · EIN 77-0522698 | Advisory (Plan) | $33,567 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,935 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,578 | $65,292+58.6% | $71,671+44.5% | $77,958+32.9% |
| Participation rate | 86.5% | 67.4%+19.1pp | 68.7%+17.8pp | 71.6%+14.9pp |
| Annual return | 14.62% | 21.25%-6.6pp | 20.65%-6.0pp | 20.87%-6.2pp |
| Employer contribution / active EE | $2,453 | $2,085+17.7% | $2,460-0.3% | $2,310+6.2% |
| Participant deferral / active EE | $6,481 | $3,008+115.4% | $3,438+88.5% | $3,537+83.2% |
| Admin fee / account holder | $32 | $84-62.7% | $5,558-99.4% | $97-67.6% |