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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $47,706 |
Service code 26 · EIN 43-1451524 | Advisory (Participants) | $30,000 |
Filed as: FENNER MELSTROM & DOOLING Service code 49 · EIN 38-1402622 | Other Services | $9,500 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,250 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $42 |
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 | $63,747 | $66,302-3.9% | $110,243-42.2% | $56,287+13.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -4.06% | -1.18%-2.9pp | 314.76%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,883 | $2,047+138.5% | $3,827+27.6% | $2,111+131.3% |
| Participant deferral / active EE | $7,411 | $3,381+119.2% | $4,672+58.6% | $3,350+121.2% |
| Admin fee / account holder | $246 | $698-64.9% | $8,548-97.1% | $521-52.9% |