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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $4,441 |
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 | $58,346 | $130,224-55.2% | $197,124-70.4% | $79,634-26.7% |
| Participation rate | 83.4% | 87.8%-4.4pp | 86.7%-3.3pp | 62.5%+20.9pp |
| Annual return | 15.15% | 23.65%-8.5pp | 44.34%-29.2pp | 36.46%-21.3pp |
| Employer contribution / active EE | $0 | $4,314-100.0% | $6,227-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $4,094 | $7,378-44.5% | $9,135-55.2% | $3,835+6.8% |
| Admin fee / account holder | $17 | $254-93.3% | $16,298-99.9% | $1,002-98.3% |