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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $64,714 |
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 | $21,005 | $46,464-54.8% | $150,298-86.0% | $79,634-73.6% |
| Participation rate | 91.0% | 57.0%+34.0pp | 77.8%+13.2pp | 62.5%+28.5pp |
| Annual return | 19.04% | 27.89%-8.8pp | 62.79%-43.7pp | 36.46%-17.4pp |
| Employer contribution / active EE | $1,418 | $1,512-6.2% | $4,154-65.9% | $2,529-43.9% |
| Participant deferral / active EE | $3,144 | $2,157+45.8% | $5,453-42.3% | $3,835-18.0% |
| Admin fee / account holder | $20 | $891-97.8% | $14,116-99.9% | $1,002-98.1% |