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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,136 |
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 | $101,921 | $57,976+75.8% | $63,018+61.7% | $62,293+63.6% |
| Participation rate | 87.1% | 75.9%+11.2pp | 74.8%+12.3pp | 69.5%+17.6pp |
| Annual return | 16.51% | 17.54%-1.0pp | 87.62%-71.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $3,623 | $2,415+50.1% | $2,761+31.2% | $2,042+77.4% |
| Participant deferral / active EE | $3,630 | $2,956+22.8% | $3,330+9.0% | $3,169+14.5% |
| Admin fee / account holder | $5 | $276-98.1% | $3,601-99.9% | $479-98.9% |