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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $270,426 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,878 | $47,456-28.6% | $172,752-80.4% | $77,775-56.4% |
| Participation rate | 78.5% | 66.3%+12.2pp | 82.6%-4.2pp | 73.2%+5.3pp |
| Annual return | 17.54% | 35.57%-18.0pp | 802.97%-785.4pp | 32.58%-15.0pp |
| Employer contribution / active EE | $2,688 | $1,574+70.8% | $5,144-47.7% | $2,504+7.3% |
| Participant deferral / active EE | $3,810 | $2,560+48.8% | $5,198-26.7% | $3,966-3.9% |
| Admin fee / account holder | $41 | $81-49.8% | $13,955-99.7% | $100-59.5% |