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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,637 |
Filed as: ATA PLLC Service code 10 · EIN 93-4967814 | Accounting | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,934 | $75,923-67.2% | $102,460-75.7% | - |
| Participation rate | 94.0% | 71.4%+22.6pp | 76.5%+17.5pp | - |
| Annual return | 12.73% | 15.12%-2.4pp | 29.47%-16.7pp | - |
| Employer contribution / active EE | $3,173 | $2,206+43.8% | $3,025+4.9% | - |
| Participant deferral / active EE | $2,483 | $4,258-41.7% | $5,056-50.9% | - |
| Admin fee / account holder | $149 | $11,449-98.7% | $9,460-98.4% | - |