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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $188 |
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 | $16,148 | $56,640-71.5% | $78,002-79.3% | $55,167-70.7% |
| Participation rate | 83.4% | 73.3%+10.1pp | 75.5%+7.9pp | 69.0%+14.4pp |
| Annual return | 11.91% | 2868.48%-2856.6pp | 425.99%-414.1pp | 169.23%-157.3pp |
| Employer contribution / active EE | $1,233 | $1,724-28.5% | $2,470-50.1% | $1,963-37.2% |
| Participant deferral / active EE | $1,161 | $2,778-58.2% | $3,497-66.8% | $3,054-62.0% |
| Admin fee / account holder | $1 | $467-99.8% | $5,481-100.0% | $504-99.8% |