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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,200 |
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 | $22,142 | $46,360-52.2% | $147,617-85.0% | $52,331-57.7% |
| Participation rate | 90.8% | 64.9%+25.8pp | 84.6%+6.1pp | 68.1%+22.7pp |
| Annual return | 7.16% | 1.62%+5.5pp | 61.98%-54.8pp | 4.54%+2.6pp |
| Employer contribution / active EE | $1,122 | $2,126-47.2% | $5,564-79.8% | $1,882-40.4% |
| Participant deferral / active EE | $8,185 | $2,258+262.5% | $4,895+67.2% | $3,022+170.8% |
| Admin fee / account holder | $27 | $766-96.4% | $11,612-99.8% | $592-95.4% |