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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $9,276 |
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 | $17,964 | $37,117-51.6% | $147,618-87.8% | $55,191-67.5% |
| Participation rate | 94.0% | 63.6%+30.4pp | 84.6%+9.4pp | 69.2%+24.8pp |
| Annual return | 31.93% | 3.44%+28.5pp | 61.98%-30.1pp | 10.78%+21.1pp |
| Employer contribution / active EE | $1,842 | $1,620+13.7% | $5,564-66.9% | $1,899-3.0% |
| Participant deferral / active EE | $6,973 | $1,985+251.2% | $4,895+42.5% | $3,046+128.9% |
| Admin fee / account holder | $35 | $86-59.5% | $11,612-99.7% | $91-61.9% |