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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $204 |
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 | $38,916 | $80,753-51.8% | $136,298-71.4% | $62,293-37.5% |
| Participation rate | 75.7% | 73.5%+2.2pp | 81.9%-6.2pp | 69.5%+6.2pp |
| Annual return | 23.18% | 35.83%-12.7pp | 5156.27%-5133.1pp | 28.90%-5.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,546 | $5,164-50.7% | $6,247-59.2% | $3,169-19.7% |
| Admin fee / account holder | $28 | $525-94.6% | $9,244-99.7% | $479-94.1% |