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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $34,944 |
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 | $32,186 | $60,261-46.6% | $81,783-60.6% | $74,546-56.8% |
| Participation rate | 98.8% | 62.9%+35.9pp | 72.4%+26.4pp | 67.2%+31.6pp |
| Annual return | 12.99% | 16.88%-3.9pp | 775.05%-762.1pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,257 | $2,622-52.1% | $2,913-56.9% | $2,624-52.1% |
| Participant deferral / active EE | $2,098 | $3,388-38.1% | $4,320-51.4% | $4,347-51.7% |
| Admin fee / account holder | $182 | $1,482-87.7% | $7,380-97.5% | $1,944-90.6% |