| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY VEST LLC Service code 16 · EIN 20-2217636 | Consulting | $47,588 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 16 · EIN 26-4310632 | Consulting | $16,250 |
KBF CPAS LLP1 year Service code 16 · EIN 82-1030164 | Consulting | $16,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,820 |
Form 5500 reported that benefits due were not provided when due.
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 | $116,883 | $78,852+48.2% | $76,768+52.3% | $75,289+55.2% |
| Participation rate | 97.0% | 85.0%+12.0pp | 77.0%+20.0pp | 72.4%+24.5pp |
| Annual return | -4.89% | -1.29%-3.6pp | 2.43%-7.3pp | -0.04%-4.9pp |
| Employer contribution / active EE | $2,798 | $2,794+0.1% | $2,485+12.6% | $2,405+16.3% |
| Participant deferral / active EE | $8,330 | $4,800+73.6% | $3,852+116.3% | $3,739+122.8% |
| Admin fee / account holder | $92 | $79+16.6% | $6,676-98.6% | $102-10.0% |