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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $63,286 |
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 | $36,685 | $82,188-55.4% | $125,391-70.7% | $64,824-43.4% |
| Participation rate | 95.3% | 77.9%+17.4pp | 82.4%+12.9pp | 71.5%+23.9pp |
| Annual return | 1.85% | 3.50%-1.6pp | 572.41%-570.6pp | 32.84%-31.0pp |
| Employer contribution / active EE | $1,767 | $3,617-51.1% | $4,816-63.3% | $2,507-29.5% |
| Participant deferral / active EE | $3,626 | $7,177-49.5% | $7,448-51.3% | $4,311-15.9% |
| Admin fee / account holder | $8 | $163-94.9% | $10,009-99.9% | $188-95.6% |