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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $43,212 |
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 | $47,343 | $104,336-54.6% | $159,455-70.3% | $86,813-45.5% |
| Participation rate | 82.6% | 77.7%+4.8pp | 82.8%-0.3pp | 72.3%+10.3pp |
| Annual return | 30.10% | 26.32%+3.8pp | 263.63%-233.5pp | 97.93%-67.8pp |
| Employer contribution / active EE | $4,198 | $3,451+21.6% | $4,830-13.1% | $2,406+74.5% |
| Participant deferral / active EE | $4,663 | $6,837-31.8% | $7,353-36.6% | $4,131+12.9% |
| Admin fee / account holder | $66 | $172-61.6% | $10,800-99.4% | $170-61.0% |