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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,195 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,298 | $77,460+55.3% | $100,378+19.8% | $80,925+48.7% |
| Participation rate | 96.6% | 76.9%+19.6pp | 81.5%+15.0pp | 67.7%+28.9pp |
| Annual return | 12.58% | 37.24%-24.7pp | 49.41%-36.8pp | 35.65%-23.1pp |
| Employer contribution / active EE | $4,380 | $2,801+56.4% | $3,942+11.1% | $2,756+58.9% |
| Participant deferral / active EE | $10,053 | $6,818+47.4% | $8,087+24.3% | $4,299+133.9% |
| Admin fee / account holder | $52 | $5,887-99.1% | $7,899-99.3% | $6,940-99.3% |