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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,278 |
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 | $168,876 | $100,060+68.8% | $149,721+12.8% | $70,126+140.8% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.1%+5.5pp | 69.5%+23.1pp |
| Annual return | 20.27% | 27.46%-7.2pp | 1501.67%-1481.4pp | 73.15%-52.9pp |
| Employer contribution / active EE | $4,074 | $3,661+11.3% | $5,444-25.2% | $2,343+73.9% |
| Participant deferral / active EE | $10,603 | $4,982+112.8% | $6,568+61.4% | $3,332+218.2% |
| Admin fee / account holder | $10 | $8,285-99.9% | $11,282-99.9% | $4,645-99.8% |