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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,185 |
Annual investment return 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 | $27,844 | $44,873-37.9% | $79,467-65.0% | $56,289-50.5% |
| Participation rate | 78.6% | 68.7%+9.9pp | 73.3%+5.3pp | 69.9%+8.8pp |
| Annual return | -7.10% | 0.81%-7.9pp | 718.30%-725.4pp | -9.96%+2.9pp |
| Employer contribution / active EE | $553 | $2,140-74.2% | $2,800-80.3% | $2,111-73.8% |
| Participant deferral / active EE | $2,294 | $2,746-16.4% | $3,704-38.1% | $3,350-31.5% |
| Admin fee / account holder | $6 | $418-98.5% | $5,104-99.9% | $521-98.8% |