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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $8,951 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,189 | $62,928-71.1% | $172,755-89.5% | $67,579-73.1% |
| Participation rate | 80.2% | 64.5%+15.7pp | 82.6%-2.5pp | 71.3%+8.9pp |
| Annual return | 25.58% | 30.36%-4.8pp | 802.94%-777.4pp | 378.56%-353.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,056 | $2,145+42.5% | $5,198-41.2% | $3,539-13.7% |
| Admin fee / account holder | $73 | $167-55.9% | $13,955-99.5% | $142-48.4% |