| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 16 · EIN 26-4310632 | Consulting | $40,625 |
KIECKHAFER SCHIFFER LLP1+ years Filed as: KIECKHAFER, SCHIFFER & COMPANY LLP Service code 10 · EIN 33-0688321 | Accounting | $15,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$133,093 |
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 | $105,070 | $71,957+46.0% | $67,652+55.3% | $59,188+77.5% |
| Participation rate | 97.0% | 82.7%+14.4pp | 75.7%+21.4pp | 69.4%+27.6pp |
| Annual return | -0.36% | 8.53%-8.9pp | 6625.40%-6625.8pp | 5.51%-5.9pp |
| Employer contribution / active EE | $2,543 | $2,432+4.6% | $2,266+12.2% | $2,098+21.2% |
| Participant deferral / active EE | $7,413 | $4,211+76.0% | $3,560+108.3% | $3,265+127.1% |
| Admin fee / account holder | -$25 | $64-138.2% | $4,821-100.5% | $92-126.6% |