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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $35,140 |
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 | $21,222 | $51,223-58.6% | $82,763-74.4% | $66,949-68.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -15.77% | -9.85%-5.9pp | 702.45%-718.2pp | 1.57%-17.3pp |
| Employer contribution / active EE | $3,272 | $2,611+25.3% | $3,008+8.8% | $2,545+28.6% |
| Participant deferral / active EE | $2,286 | $3,460-33.9% | $4,395-48.0% | $4,239-46.1% |
| Admin fee / account holder | $101 | $415-75.7% | $5,325-98.1% | $594-83.0% |