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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,693 |
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 | $74,368 | $106,264-30.0% | $147,117-49.4% | $77,762-4.4% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 23.10% | 56.94%-33.8pp | 420.54%-397.4pp | 31.27%-8.2pp |
| Employer contribution / active EE | $10,037 | $4,074+146.4% | $4,932+103.5% | $2,728+267.9% |
| Participant deferral / active EE | $17,880 | $8,003+123.4% | $8,065+121.7% | $4,651+284.4% |
| Admin fee / account holder | $101 | $334-69.9% | $12,993-99.2% | $433-76.7% |