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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.3 years Service code 13 · EIN 95-2887986 | Contract Administrator | $39,950 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $33,134 | $52,293-36.6% | $178,503-81.4% | $73,412-54.9% |
| Participation rate | 97.5% | 65.3%+32.2pp | 81.9%+15.6pp | 72.2%+25.3pp |
| Annual return | 27.04% | 34.75%-7.7pp | 151.12%-124.1pp | 59.30%-32.3pp |
| Employer contribution / active EE | $996 | $1,736-42.6% | $5,011-80.1% | $2,234-55.4% |
| Participant deferral / active EE | $3,645 | $2,333+56.2% | $5,202-29.9% | $3,806-4.2% |
| Admin fee / account holder | $113 | $127-11.1% | $13,987-99.2% | $158-28.3% |