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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,571 |
CONSIDINE & CONSIDINE2 years Service code 10 · EIN 95-2694444 | Accounting | $10,200 |
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 | $32,806 | $73,459-55.3% | $178,528-81.6% | $74,429-55.9% |
| Participation rate | 82.2% | 66.5%+15.7pp | 77.1%+5.1pp | 67.2%+15.0pp |
| Annual return | 11.83% | 17.50%-5.7pp | 27.11%-15.3pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $636 | $2,219-71.3% | $3,950-83.9% | $2,625-75.8% |
| Participant deferral / active EE | $3,247 | $4,515-28.1% | $6,278-48.3% | $4,348-25.3% |
| Admin fee / account holder | $244 | $1,812-86.5% | $10,419-97.7% | $1,944-87.4% |