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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $17,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,275 |
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 | $245,159 | $122,239+100.6% | $184,200+33.1% | $74,546+228.9% |
| Participation rate | 90.6% | 85.5%+5.1pp | 86.8%+3.8pp | 67.2%+23.4pp |
| Annual return | 17.52% | 19.95%-2.4pp | 28.80%-11.3pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $9,747 | $4,537+114.8% | $6,424+51.7% | $2,624+271.4% |
| Participant deferral / active EE | $19,675 | $7,139+175.6% | $9,132+115.5% | $4,347+352.6% |
| Admin fee / account holder | $67 | $1,260-94.7% | $13,907-99.5% | $1,944-96.5% |