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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $20,535 |
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 | $47,508 | $39,245+21.1% | $64,105-25.9% | $52,331-9.2% |
| Participation rate | 84.0% | 58.2%+25.8pp | 68.2%+15.9pp | 68.1%+15.9pp |
| Annual return | 1.44% | 14.79%-13.3pp | 791.24%-789.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $271 | $736-63.2% | $1,820-85.1% | $1,882-85.6% |
| Participant deferral / active EE | $1,520 | $1,992-23.7% | $2,822-46.1% | $3,022-49.7% |
| Admin fee / account holder | $132 | $592-77.8% | $4,499-97.1% | $592-77.7% |