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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
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 | $39,010 | $66,302-41.2% | $110,243-64.6% | $56,289-30.7% |
| Participation rate | 95.0% | 74.9%+20.0pp | 79.8%+15.1pp | 69.9%+25.1pp |
| Annual return | -5.86% | -1.18%-4.7pp | 314.76%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $704 | $2,047-65.6% | $3,827-81.6% | $2,111-66.7% |
| Participant deferral / active EE | $3,935 | $3,381+16.4% | $4,672-15.8% | $3,350+17.5% |
| Admin fee / account holder | $11 | $698-98.5% | $8,548-99.9% | $521-98.0% |