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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $30,176 |
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 | $31,049 | $58,312-46.8% | $86,656-64.2% | $71,529-56.6% |
| Participation rate | 99.3% | 65.0%+34.3pp | 71.7%+27.6pp | 67.9%+31.4pp |
| Annual return | 18.65% | 24.08%-5.4pp | 593.09%-574.4pp | 28.97%-10.3pp |
| Employer contribution / active EE | $1,338 | $2,576-48.1% | $3,025-55.8% | $2,590-48.3% |
| Participant deferral / active EE | $2,161 | $3,439-37.2% | $4,439-51.3% | $4,291-49.6% |
| Admin fee / account holder | $177 | $1,057-83.3% | $5,619-96.9% | $1,588-88.9% |