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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,329 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,755 | $84,482-74.2% | $125,363-82.6% | $66,930-67.5% |
| Participation rate | 85.9% | 76.4%+9.5pp | 82.4%+3.5pp | 69.8%+16.1pp |
| Annual return | -8.33% | -8.49%+0.2pp | 572.15%-580.5pp | 1.57%-9.9pp |
| Employer contribution / active EE | $3,515 | $3,553-1.1% | $4,815-27.0% | $2,545+38.1% |
| Participant deferral / active EE | $4,531 | $6,782-33.2% | $7,447-39.2% | $4,238+6.9% |
| Admin fee / account holder | $39 | $685-94.3% | $10,005-99.6% | $593-93.4% |