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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
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 | $65,775 | $75,183-12.5% | $123,894-46.9% | $55,167+19.2% |
| Participation rate | 87.3% | 72.8%+14.5pp | 81.4%+5.9pp | 69.0%+18.3pp |
| Annual return | 13.45% | 19.01%-5.6pp | 47.52%-34.1pp | 169.23%-155.8pp |
| Employer contribution / active EE | $5,395 | $2,823+91.1% | $4,617+16.9% | $1,963+174.9% |
| Participant deferral / active EE | $9,132 | $5,084+79.6% | $5,984+52.6% | $3,054+199.0% |
| Admin fee / account holder | $148 | $663-77.7% | $8,357-98.2% | $504-70.7% |