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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $12,232 |
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 | $46,853 | $65,208-28.1% | $90,796-48.4% | $71,012-34.0% |
| Participation rate | 93.0% | 54.6%+38.4pp | 69.5%+23.5pp | 58.6%+34.5pp |
| Annual return | 16.30% | 18.25%-1.9pp | 19.29%-3.0pp | 37.67%-21.4pp |
| Employer contribution / active EE | $2,249 | $1,855+21.3% | $2,294-1.9% | $2,348-4.2% |
| Participant deferral / active EE | $3,649 | $2,737+33.3% | $3,822-4.5% | $3,246+12.4% |
| Admin fee / account holder | $24 | $1,639-98.6% | $7,024-99.7% | $1,167-98.0% |