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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,300 | $93,182-26.7% | $146,647-53.4% | $79,389-14.0% |
| Participation rate | 80.8% | 76.4%+4.4pp | 80.1%+0.8pp | 70.7%+10.1pp |
| Annual return | 10.30% | 21.61%-11.3pp | 22.75%-12.4pp | 116.89%-106.6pp |
| Employer contribution / active EE | $798 | $2,420-67.0% | $4,137-80.7% | $2,428-67.1% |
| Participant deferral / active EE | $4,484 | $4,169+7.6% | $5,506-18.6% | $4,046+10.8% |
| Admin fee / account holder | $60 | $585-89.7% | $10,281-99.4% | $626-90.4% |