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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,152 |
OSBORNE & ASSOCIATES, INC.3 years Filed as: OSBORNE & ASSOCIATES INC Service code 15 · EIN 77-0573145 | Recordkeeping | $13,300 |
ATHERTON & ASSOCIATES LLP3 years Service code 10 · EIN 94-1239084 | Accounting | $7,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,576 | $65,378-62.4% | $87,103-71.8% | $65,186-62.3% |
| Participation rate | 92.3% | 75.3%+16.9pp | 76.9%+15.4pp | 70.2%+22.1pp |
| Annual return | 24.23% | 31.28%-7.0pp | 28.19%-4.0pp | 29.39%-5.2pp |
| Employer contribution / active EE | $1,430 | $1,823-21.5% | $2,521-43.3% | $2,177-34.3% |
| Participant deferral / active EE | $4,532 | $3,389+33.7% | $4,049+11.9% | $3,514+29.0% |
| Admin fee / account holder | $31 | $520-94.0% | $7,491-99.6% | $847-96.3% |