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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 | $60,393-46.7% | $81,820-60.7% | $74,429-56.8% |
| Participation rate | 98.8% | 62.9%+35.9pp | 72.4%+26.4pp | 67.2%+31.6pp |
| Annual return | 12.99% | 16.89%-3.9pp | 777.93%-764.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $1,257 | $2,626-52.2% | $2,915-56.9% | $2,625-52.1% |
| Participant deferral / active EE | $2,098 | $3,397-38.2% | $4,323-51.5% | $4,348-51.7% |
| Admin fee / account holder | $182 | $1,491-87.8% | $7,391-97.5% | $1,944-90.6% |