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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,884 |
ATA, PC1 year Filed as: ATA CPAS AND ADVISORS PLLC Service code 10 · EIN 62-1110839 | Accounting | $8,250 |
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 | $21,508 | $99,168-78.3% | $96,534-77.7% | $74,460-71.1% |
| Participation rate | 84.4% | 80.7%+3.7pp | 76.0%+8.4pp | 70.7%+13.6pp |
| Annual return | 15.68% | 22.40%-6.7pp | 25.88%-10.2pp | 34.38%-18.7pp |
| Employer contribution / active EE | $2,639 | $2,570+2.7% | $2,965-11.0% | $2,6380% |
| Participant deferral / active EE | $1,841 | $4,936-62.7% | $4,851-62.0% | $4,530-59.3% |
| Admin fee / account holder | $138 | $225-38.6% | $8,253-98.3% | $348-60.3% |