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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $13,613 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,699 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,140 | $71,192-24.0% | $117,861-54.1% | $62,293-13.1% |
| Participation rate | 92.9% | 74.2%+18.7pp | 79.7%+13.2pp | 69.5%+23.4pp |
| Annual return | 18.90% | 18.66%+0.2pp | 335.11%-316.2pp | 28.90%-10.0pp |
| Employer contribution / active EE | $3,117 | $1,934+61.2% | $3,786-17.7% | $2,042+52.6% |
| Participant deferral / active EE | $1,987 | $3,189-37.7% | $4,482-55.7% | $3,169-37.3% |
| Admin fee / account holder | $135 | $587-77.1% | $8,021-98.3% | $479-71.9% |