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| Provider | Service type | Compensation |
|---|---|---|
SUTOR KRYSTAD & ROSENFELD1 year Filed as: SUTOR, KRYSTAD & ROSENFELD, INC. Service code 10 · EIN 95-4517351 | Accounting | $13,495 |
Filed as: ALDERICH CPAS AND ADVISORS, LLP Service code 10 · EIN 93-0623286 | Accounting | $10,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,594 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $3,216 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,608 | $63,346-9.1% | $92,233-37.5% | $70,131-17.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.83% | 530.12%-518.3pp | 176.28%-164.4pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,354 | $2,471-45.2% | $3,679-63.2% | $2,342-42.2% |
| Participant deferral / active EE | $4,561 | $2,854+59.8% | $3,897+17.0% | $3,332+36.9% |
| Admin fee / account holder | $191 | $3,840-95.0% | $5,194-96.3% | $4,645-95.9% |