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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $475 |
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 | $38,333 | $71,192-46.2% | $117,861-67.5% | $62,293-38.5% |
| Participation rate | 97.5% | 74.2%+23.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 13.68% | 18.66%-5.0pp | 335.11%-321.4pp | 28.90%-15.2pp |
| Employer contribution / active EE | $847 | $1,934-56.2% | $3,786-77.6% | $2,042-58.5% |
| Participant deferral / active EE | $2,688 | $3,189-15.7% | $4,482-40.0% | $3,169-15.2% |
| Admin fee / account holder | $28 | $587-95.3% | $8,021-99.7% | $479-94.2% |