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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $57,113 |
ATA, PC1 year Filed as: ATA PC Service code 10 · EIN 93-4967814 | Accounting | $11,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,166 | $85,515-62.4% | $112,040-71.3% | $67,986-52.7% |
| Participation rate | 89.3% | 68.2%+21.1pp | 76.5%+12.8pp | 57.2%+32.1pp |
| Annual return | 15.04% | 29.68%-14.6pp | 24.52%-9.5pp | 31.67%-16.6pp |
| Employer contribution / active EE | $3,162 | $2,191+44.3% | $2,954+7.1% | $2,019+56.7% |
| Participant deferral / active EE | $2,609 | $4,014-35.0% | $5,098-48.8% | $3,358-22.3% |
| Admin fee / account holder | $173 | $3,774-95.4% | $12,098-98.6% | $3,203-94.6% |