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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
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 | $48,068 | $86,341-44.3% | $125,195-61.6% | $65,186-26.3% |
| Participation rate | 88.9% | 75.3%+13.6pp | 79.8%+9.1pp | 70.2%+18.7pp |
| Annual return | 18.04% | 27.44%-9.4pp | 43.79%-25.8pp | 29.39%-11.3pp |
| Employer contribution / active EE | $695 | $2,040-65.9% | $3,866-82.0% | $2,177-68.1% |
| Participant deferral / active EE | $3,935 | $3,538+11.2% | $4,937-20.3% | $3,514+12.0% |
| Admin fee / account holder | $19 | $609-96.9% | $9,704-99.8% | $847-97.7% |