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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,204 |
BENSLER, LLC1 year Service code 99 · EIN 71-1004774 | Other Fees | $15,356 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,408 | $76,669+45.3% | $96,520+15.4% | $71,495+55.8% |
| Participation rate | 91.2% | 66.6%+24.6pp | 74.3%+16.8pp | 67.9%+23.2pp |
| Annual return | 23.21% | 48.29%-25.1pp | 35.72%-12.5pp | 28.85%-5.6pp |
| Employer contribution / active EE | $3,457 | $3,031+14.1% | $3,739-7.5% | $2,589+33.5% |
| Participant deferral / active EE | $8,721 | $3,771+131.3% | $4,879+78.8% | $4,291+103.3% |
| Admin fee / account holder | $201 | $2,028-90.1% | $6,733-97.0% | $1,588-87.3% |