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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,935 |
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 | $53,829 | $62,928-14.5% | $172,752-68.8% | $67,579-20.3% |
| Participation rate | 70.9% | 64.5%+6.4pp | 82.6%-11.8pp | 71.3%-0.4pp |
| Annual return | 20.70% | 30.36%-9.7pp | 802.97%-782.3pp | 378.56%-357.9pp |
| Employer contribution / active EE | $919 | $1,636-43.9% | $5,144-82.1% | $2,148-57.2% |
| Participant deferral / active EE | $6,995 | $2,145+226.1% | $5,198+34.6% | $3,539+97.6% |
| Admin fee / account holder | -$15 | $167-108.9% | $13,955-100.1% | $142-110.5% |