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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 25-1409703 | Other Fees | $13,384 |
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 | $49,039 | $74,024-33.8% | $78,002-37.1% | $57,658-14.9% |
| Participation rate | 75.5% | 79.7%-4.3pp | 75.5%-0.1pp | 70.2%+5.2pp |
| Annual return | 4.38% | 12.14%-7.8pp | 425.99%-421.6pp | 5.13%-0.7pp |
| Employer contribution / active EE | $857 | $2,365-63.7% | $2,470-65.3% | $1,974-56.6% |
| Participant deferral / active EE | $3,212 | $3,533-9.1% | $3,497-8.2% | $3,061+4.9% |
| Admin fee / account holder | $22 | $93-76.4% | $5,481-99.6% | $95-76.8% |