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| Provider | Service type | Compensation |
|---|---|---|
KIECKHAFER SCHIFFER LLP2 years Filed as: KIECKHAFER, SCHIFFER LLP Service code 50 · EIN 81-5052000 | Direct Payment | $19,500 |
Service code 50 · EIN 42-1557118 | Direct Payment | $18,685 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,400 |
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 | $154,194 | $66,302+132.6% | $110,243+39.9% | $56,289+173.9% |
| Participation rate | 82.4% | 74.9%+7.5pp | 79.8%+2.6pp | 69.9%+12.5pp |
| Annual return | -3.91% | -1.18%-2.7pp | 314.76%-318.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $994 | $2,047-51.4% | $3,827-74.0% | $2,111-52.9% |
| Participant deferral / active EE | $6,210 | $3,381+83.7% | $4,672+32.9% | $3,350+85.4% |
| Admin fee / account holder | $89 | $698-87.3% | $8,548-99.0% | $521-83.0% |