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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
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 | $186,299 | $86,949+114.3% | $102,460+81.8% | $80,959+130.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.14% | 18.89%-7.8pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $8,930 | $2,370+276.9% | $3,025+195.2% | $2,757+223.9% |
| Participant deferral / active EE | $6,941 | $4,121+68.4% | $5,056+37.3% | $4,300+61.4% |
| Admin fee / account holder | $17 | $8,048-99.8% | $9,460-99.8% | $6,925-99.7% |