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| Provider | Service type | Compensation |
|---|---|---|
CTC MYCFO, LLC3+ years Service code 27 · EIN 77-0522698 | Advisory (Plan) | $26,150 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,095 |
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 | $124,018 | $57,606+115.3% | $67,313+84.2% | $75,289+64.7% |
| Participation rate | 85.9% | 68.2%+17.7pp | 69.1%+16.8pp | 72.4%+13.5pp |
| Annual return | 23.16% | -0.47%+23.6pp | -4.08%+27.2pp | -0.04%+23.2pp |
| Employer contribution / active EE | $2,528 | $2,206+14.6% | $2,566-1.4% | $2,405+5.1% |
| Participant deferral / active EE | $6,500 | $3,195+103.5% | $3,568+82.2% | $3,739+73.9% |
| Admin fee / account holder | $22 | $83-72.8% | $4,507-99.5% | $102-78.0% |