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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,777 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,938 | $102,661-29.9% | $151,639-52.6% | $66,938+7.5% |
| Participation rate | 82.5% | 85.5%-3.1pp | 87.5%-5.0pp | 69.8%+12.7pp |
| Annual return | -14.65% | -10.81%-3.8pp | 3.34%-18.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,089 | $4,184-26.2% | $6,165-49.9% | $2,545+21.4% |
| Participant deferral / active EE | $5,603 | $6,645-15.7% | $8,363-33.0% | $4,238+32.2% |
| Admin fee / account holder | $38 | $630-94.0% | $11,613-99.7% | $594-93.6% |