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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 | $106,164-29.9% | $147,041-49.4% | $77,692-4.3% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.4pp | 70.6%+24.9pp |
| Annual return | 23.10% | 56.81%-33.7pp | 419.21%-396.1pp | 31.25%-8.2pp |
| Employer contribution / active EE | $10,037 | $4,066+146.8% | $4,935+103.4% | $2,726+268.2% |
| Participant deferral / active EE | $17,880 | $7,993+123.7% | $8,071+121.5% | $4,648+284.6% |
| Admin fee / account holder | $101 | $338-70.2% | $13,006-99.2% | $431-76.6% |