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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,397 |
CONSIDINE & CONSIDINE1 year Service code 10 · EIN 95-2694444 | Accounting | $13,500 |
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 | $30,125 | $65,428-54.0% | $169,390-82.2% | $71,511-57.9% |
| Participation rate | 85.2% | 66.9%+18.3pp | 77.2%+8.0pp | 67.9%+17.3pp |
| Annual return | 16.79% | 21.35%-4.6pp | 406.07%-389.3pp | 28.86%-12.1pp |
| Employer contribution / active EE | $811 | $2,064-60.7% | $4,013-79.8% | $2,589-68.7% |
| Participant deferral / active EE | $3,397 | $4,360-22.1% | $6,222-45.4% | $4,291-20.8% |
| Admin fee / account holder | $233 | $1,328-82.5% | $9,015-97.4% | $1,588-85.4% |