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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 | $77,523+55.2% | $100,383+19.8% | $80,874+48.7% |
| Participation rate | 96.6% | 77.0%+19.6pp | 81.5%+15.1pp | 67.6%+28.9pp |
| Annual return | 12.58% | 37.21%-24.6pp | 49.26%-36.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $4,380 | $2,801+56.3% | $3,944+11.1% | $2,756+58.9% |
| Participant deferral / active EE | $10,053 | $6,822+47.4% | $8,086+24.3% | $4,297+133.9% |
| Admin fee / account holder | $52 | $5,899-99.1% | $7,900-99.3% | $6,935-99.3% |