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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,103 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,982 | $37,884-89.5% | $79,464-95.0% | $75,289-94.7% |
| Participation rate | 79.9% | 65.0%+14.9pp | 73.3%+6.6pp | 72.4%+7.5pp |
| Annual return | -7.23% | 1.06%-8.3pp | 718.14%-725.4pp | -0.04%-7.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,521 | $2,569-40.8% | $3,704-58.9% | $3,739-59.3% |
| Admin fee / account holder | $6 | $77-91.6% | $5,113-99.9% | $102-93.7% |