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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $90 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,303 | $53,412-65.7% | $68,509-73.3% | $52,331-65.0% |
| Participation rate | 82.1% | 71.7%+10.5pp | 74.7%+7.4pp | 68.1%+14.0pp |
| Annual return | 0.94% | 3.42%-2.5pp | 8.27%-7.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,194 | $1,607-25.7% | $2,278-47.6% | $1,882-36.5% |
| Participant deferral / active EE | $832 | $2,688-69.0% | $3,382-75.4% | $3,022-72.5% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |