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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,454 |
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 | $34,214 | $88,324-61.3% | $115,038-70.3% | $55,191-38.0% |
| Participation rate | 77.0% | 72.5%+4.5pp | 81.4%-4.3pp | 69.2%+7.9pp |
| Annual return | 4.59% | 6.30%-1.7pp | 26.14%-21.6pp | 10.78%-6.2pp |
| Employer contribution / active EE | $1,609 | $2,805-42.7% | $4,608-65.1% | $1,899-15.3% |
| Participant deferral / active EE | $8,212 | $5,042+62.9% | $6,026+36.3% | $3,046+169.6% |
| Admin fee / account holder | $81 | $105-22.7% | $8,175-99.0% | $91-10.3% |