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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,141 |
COHN REZNICK LLP1+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $10,200 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $9,527 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,449 | $79,519-55.4% | $95,968-63.1% | $73,415-51.7% |
| Participation rate | 86.6% | 81.2%+5.4pp | 77.1%+9.5pp | 72.2%+14.4pp |
| Annual return | -48.90% | 19.20%-68.1pp | 91.65%-140.6pp | 59.30%-108.2pp |
| Employer contribution / active EE | $1,819 | $2,048-11.2% | $2,542-28.4% | $2,234-18.6% |
| Participant deferral / active EE | $3,090 | $4,138-25.3% | $4,167-25.8% | $3,806-18.8% |
| Admin fee / account holder | $97 | $184-47.2% | $6,798-98.6% | $158-38.3% |