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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $28,599 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,057 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,074 | $36,916-18.5% | $156,551-80.8% | $57,658-47.8% |
| Participation rate | 86.2% | 63.4%+22.8pp | 84.0%+2.2pp | 70.2%+16.0pp |
| Annual return | -1.44% | 12.38%-13.8pp | 32.23%-33.7pp | 5.13%-6.6pp |
| Employer contribution / active EE | $3,279 | $1,571+108.8% | $5,501-40.4% | $1,974+66.1% |
| Participant deferral / active EE | $1,831 | $1,926-4.9% | $4,871-62.4% | $3,061-40.2% |
| Admin fee / account holder | $72 | $82-12.3% | $13,028-99.4% | $95-23.5% |