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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $6,549 |
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 | $35,063 | $61,473-43.0% | $81,726-57.1% | $73,412-52.2% |
| Participation rate | 83.0% | 72.4%+10.6pp | 72.0%+11.0pp | 72.2%+10.8pp |
| Annual return | 18.92% | 28.26%-9.3pp | 29.49%-10.6pp | 59.30%-40.4pp |
| Employer contribution / active EE | $1,624 | $1,898-14.4% | $4,311-62.3% | $2,234-27.3% |
| Participant deferral / active EE | $2,487 | $3,080-19.3% | $7,108-65.0% | $3,806-34.7% |
| Admin fee / account holder | $20 | $125-83.7% | $5,160-99.6% | $158-87.1% |