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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $52,182 |
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 | $106,234 | $65,322+62.6% | $70,494+50.7% | $73,497+44.5% |
| Participation rate | 94.1% | 77.0%+17.1pp | 75.1%+19.0pp | 70.7%+23.4pp |
| Annual return | 16.87% | 15.71%+1.2pp | 109.16%-92.3pp | 28.51%-11.6pp |
| Employer contribution / active EE | $4,230 | $2,460+72.0% | $2,738+54.5% | $2,270+86.4% |
| Participant deferral / active EE | $4,759 | $3,375+41.0% | $3,711+28.3% | $3,740+27.3% |
| Admin fee / account holder | $5 | $214-97.9% | $3,848-99.9% | $513-99.1% |