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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 42-1445429 | Other Fees | $11,771 |
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 | $23,708 | $78,483-69.8% | $106,201-77.7% | $74,546-68.2% |
| Participation rate | 82.0% | 72.8%+9.2pp | 75.3%+6.7pp | 67.2%+14.8pp |
| Annual return | 13.80% | 15.94%-2.1pp | 116.26%-102.5pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $1,214 | $2,522-51.9% | $3,170-61.7% | $2,624-53.7% |
| Participant deferral / active EE | $3,535 | $4,320-18.2% | $5,012-29.5% | $4,347-18.7% |
| Admin fee / account holder | $66 | $2,236-97.0% | $11,039-99.4% | $1,944-96.6% |