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| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,298 | $77,920-54.7% | $149,723-76.4% | $75,177-53.0% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 18.23% | 31.72%-13.5pp | 134.50%-116.3pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,737 | $3,138-44.6% | $4,821-64.0% | $2,671-35.0% |
| Participant deferral / active EE | $2,052 | $3,411-39.9% | $5,682-63.9% | $4,126-50.3% |
| Admin fee / account holder | $10 | $5,951-99.8% | $13,215-99.9% | $5,651-99.8% |