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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,634 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $27,315 | $183,978-85.2% | $162,171-83.2% | $152,885-82.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 36.99% | 150.78%-113.8pp | 115.60%-78.6pp | 345.39%-308.4pp |
| Employer contribution / active EE | $121,961 | $6,370+1814.7% | $5,613+2072.8% | $4,763+2460.5% |
| Participant deferral / active EE | $320,800 | $8,033+3893.7% | $7,297+4296.3% | $5,851+5383.0% |
| Admin fee / account holder | $56 | $13,122-99.6% | $10,843-99.5% | $11,598-99.5% |