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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $28,700 |
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 | $42,879 | $63,768-32.8% | $98,506-56.5% | $79,389-46.0% |
| Participation rate | 92.5% | 69.9%+22.6pp | 73.3%+19.1pp | 70.7%+21.7pp |
| Annual return | 14.02% | 626.18%-612.2pp | 1494.92%-1480.9pp | 116.89%-102.9pp |
| Employer contribution / active EE | $1,047 | $2,558-59.1% | $2,961-64.6% | $2,428-56.9% |
| Participant deferral / active EE | $2,058 | $3,305-37.7% | $4,277-51.9% | $4,046-49.1% |
| Admin fee / account holder | $237 | $516-54.0% | $5,955-96.0% | $626-62.1% |