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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $100,180 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,718 | $56,640-26.3% | $80,977-48.5% | $57,658-27.6% |
| Participation rate | 92.1% | 75.9%+16.2pp | 75.8%+16.3pp | 70.2%+21.9pp |
| Annual return | 6.70% | 19.97%-13.3pp | 17.11%-10.4pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,429 | $2,085+16.5% | $3,715-34.6% | $1,974+23.1% |
| Participant deferral / active EE | $2,918 | $4,944-41.0% | $5,696-48.8% | $3,061-4.7% |
| Admin fee / account holder | $99 | $87+13.8% | $5,517-98.2% | $95+4.8% |