Filed July 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,401 |
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 | $76,329 | $63,114+20.9% | $92,915-17.9% | $65,186+17.1% |
| Participation rate | 82.6% | 68.8%+13.8pp | 76.0%+6.6pp | 70.2%+12.4pp |
| Annual return | 24.98% | 28.75%-3.8pp | 109.45%-84.5pp | 29.39%-4.4pp |
| Employer contribution / active EE | $3,751 | $2,571+45.9% | $3,653+2.7% | $2,177+72.3% |
| Participant deferral / active EE | $3,402 | $3,108+9.5% | $4,238-19.7% | $3,514-3.2% |
| Admin fee / account holder | $15 | $624-97.5% | $5,796-99.7% | $847-98.2% |