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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $25,047 |
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 | $65,711 | $58,600+12.1% | $83,327-21.1% | $64,173+2.4% |
| Participation rate | 88.1% | 72.0%+16.1pp | 77.8%+10.3pp | 69.6%+18.5pp |
| Annual return | -5.72% | 9.66%-15.4pp | 10.64%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,305 | $2,098-37.8% | $3,379-61.4% | $2,381-45.2% |
| Participant deferral / active EE | $5,652 | $4,656+21.4% | $5,565+1.6% | $3,470+62.9% |
| Admin fee / account holder | $256 | $9,282-97.2% | $7,540-96.6% | $4,887-94.8% |