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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $531 |
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 | $57,896 | $81,494-29.0% | $133,978-56.8% | $73,497-21.2% |
| Participation rate | 88.7% | 76.4%+12.3pp | 79.8%+8.9pp | 70.7%+18.0pp |
| Annual return | 13.01% | 19.40%-6.4pp | 45.10%-32.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $740 | $2,210-66.5% | $3,919-81.1% | $2,270-67.4% |
| Participant deferral / active EE | $4,541 | $3,787+19.9% | $5,047-10.0% | $3,740+21.4% |
| Admin fee / account holder | $16 | $713-97.8% | $8,930-99.8% | $513-97.0% |