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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,923 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $22,500 |
Filed as: FENNER MELSTROM & DOOLING Service code 49 · EIN 38-1402622 | Other Services | $10,300 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $756 |
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 | $104,148 | $86,332+20.6% | $125,180-16.8% | $65,185+59.8% |
| Participation rate | 97.3% | 75.3%+22.0pp | 79.8%+17.5pp | 70.2%+27.1pp |
| Annual return | 20.73% | 27.43%-6.7pp | 43.79%-23.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $4,460 | $2,040+118.7% | $3,866+15.4% | $2,177+104.9% |
| Participant deferral / active EE | $7,876 | $3,537+122.7% | $4,937+59.5% | $3,514+124.1% |
| Admin fee / account holder | $252 | $609-58.6% | $9,703-97.4% | $847-70.2% |