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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,556 |
BLATT & DAUMAN LLP1 year Filed as: BLATT & DAUMAN, CPAS Service code 10 · EIN 11-2778625 | Accounting | $10,000 |
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 | $60,566 | $73,102-17.1% | $123,553-51.0% | $56,289+7.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.71% | 3.01%-8.7pp | 119.21%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,765 | $2,977-40.7% | $4,628-61.9% | $2,111-16.4% |
| Participant deferral / active EE | $4,964 | $5,423-8.5% | $6,426-22.8% | $3,350+48.2% |
| Admin fee / account holder | $188 | $554-66.0% | $9,284-98.0% | $521-63.9% |