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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $38,330 |
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 | $71,450 | $86,341-17.2% | $125,192-42.9% | $65,185+9.6% |
| Participation rate | 85.1% | 75.3%+9.8pp | 79.8%+5.3pp | 70.2%+14.9pp |
| Annual return | 23.93% | 27.44%-3.5pp | 43.79%-19.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $2,847 | $2,040+39.6% | $3,866-26.4% | $2,177+30.8% |
| Participant deferral / active EE | $2,651 | $3,538-25.1% | $4,937-46.3% | $3,514-24.6% |
| Admin fee / account holder | $288 | $609-52.7% | $9,704-97.0% | $847-66.0% |