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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,700 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,940 |
BENETECH, INC.1 year Filed as: BENETECH INC Service code 99 · EIN 11-1000111 | Other Fees | $5,000 |
BENETECH, INC.1 year Service code 99 | Other Fees | $5,000 |
SENSIBA SAN FILIPPO LLP1 year Service code 99 · EIN 22-2000222 | Other Fees | $4,537 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,906 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $502 |
Filed as: WILSHIRE ASSOCIATED INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,266 | $88,122-41.8% | $141,197-63.7% | $67,582-24.1% |
| Participation rate | 61.8% | 76.5%-14.7pp | 82.5%-20.7pp | 71.3%-9.5pp |
| Annual return | 46.52% | 75.40%-28.9pp | 71.41%-24.9pp | 378.57%-332.1pp |
| Employer contribution / active EE | $517 | $3,224-84.0% | $4,736-89.1% | $2,148-75.9% |
| Participant deferral / active EE | $3,771 | $5,958-36.7% | $6,710-43.8% | $3,539+6.6% |
| Admin fee / account holder | $104 | $131-20.5% | $10,265-99.0% | $142-26.9% |