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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $34,737 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,867 | $66,004-91.1% | $81,820-92.8% | $77,714-92.5% |
| Participation rate | 97.8% | 65.8%+32.0pp | 72.4%+25.4pp | 70.6%+27.2pp |
| Annual return | 12.60% | 26.65%-14.0pp | 777.93%-765.3pp | 31.26%-18.7pp |
| Employer contribution / active EE | $498 | $2,375-79.0% | $2,915-82.9% | $2,727-81.7% |
| Participant deferral / active EE | $1,186 | $3,508-66.2% | $4,323-72.6% | $4,649-74.5% |
| Admin fee / account holder | $85 | $527-83.8% | $7,391-98.8% | $433-80.3% |