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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $394 |
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 | $39,998 | $36,916+8.3% | $156,551-74.5% | $57,658-30.6% |
| Participation rate | 74.2% | 63.4%+10.8pp | 84.0%-9.8pp | 70.2%+4.0pp |
| Annual return | 13.86% | 12.38%+1.5pp | 32.23%-18.4pp | 5.13%+8.7pp |
| Employer contribution / active EE | $2,389 | $1,571+52.1% | $5,501-56.6% | $1,974+21.0% |
| Participant deferral / active EE | $7,858 | $1,926+308.1% | $4,871+61.3% | $3,061+156.8% |
| Admin fee / account holder | $16 | $82-80.9% | $13,028-99.9% | $95-83.3% |