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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,838 |
Service code 10 · EIN 62-1110839 | Accounting | $7,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,528 | $72,303-70.2% | $86,698-75.2% | $64,819-66.8% |
| Participation rate | 74.9% | 80.4%-5.5pp | 76.6%-1.7pp | 71.5%+3.4pp |
| Annual return | -14.05% | 392.77%-406.8pp | 35.95%-50.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,761 | $4,660-62.2% | $4,656-62.2% | $4,311-59.2% |
| Admin fee / account holder | $150 | $174-13.5% | $7,493-98.0% | $188-19.9% |