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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 | $86,922+114.3% | $102,438+81.9% | $80,874+130.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.14% | 18.90%-7.8pp | 29.37%-18.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $8,930 | $2,369+276.9% | $3,024+195.3% | $2,756+224.1% |
| Participant deferral / active EE | $6,941 | $4,119+68.5% | $5,054+37.3% | $4,297+61.5% |
| Admin fee / account holder | $17 | $8,050-99.8% | $9,448-99.8% | $6,935-99.7% |