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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $59,252 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $0 |
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 | $83,805 | $79,124+5.9% | $60,899+37.6% | $64,814+29.3% |
| Participation rate | 86.0% | 77.7%+8.3pp | 73.1%+12.9pp | 71.5%+14.6pp |
| Annual return | -14.75% | -7.13%-7.6pp | 16.92%-31.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $7,748 | $3,050+154.0% | $2,702+186.7% | $2,507+209.1% |
| Participant deferral / active EE | $6,051 | $3,725+62.4% | $3,817+58.5% | $4,310+40.4% |
| Admin fee / account holder | $5 | $106-95.2% | $3,225-99.8% | $188-97.3% |