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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,884 | $71,192+10.8% | $117,861-33.1% | $62,293+26.6% |
| Participation rate | 87.2% | 74.2%+12.9pp | 79.7%+7.5pp | 69.5%+17.7pp |
| Annual return | 11.78% | 18.66%-6.9pp | 335.11%-323.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $3,148 | $1,934+62.8% | $3,786-16.9% | $2,042+54.1% |
| Participant deferral / active EE | $3,577 | $3,189+12.2% | $4,482-20.2% | $3,169+12.9% |
| Admin fee / account holder | $0 | $587-99.9% | $8,021-100.0% | $479-99.9% |