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| Provider | Service type | Compensation |
|---|---|---|
ATA, PC1 year Filed as: ATA Service code 10 · EIN 62-1110839 | Accounting | $5,775 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,180 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,021 | $73,638-64.7% | $95,964-72.9% | $73,497-64.6% |
| Participation rate | 74.6% | 76.2%-1.6pp | 77.1%-2.5pp | 70.7%+3.9pp |
| Annual return | 14.95% | 16.78%-1.8pp | 91.64%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,379 | $3,617-61.9% | $4,167-66.9% | $3,740-63.1% |
| Admin fee / account holder | $100 | $482-79.2% | $6,797-98.5% | $513-80.5% |