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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 | $66,009-91.1% | $81,780-92.8% | $77,692-92.4% |
| Participation rate | 97.8% | 65.8%+32.0pp | 72.4%+25.5pp | 70.6%+27.2pp |
| Annual return | 12.60% | 26.66%-14.1pp | 776.27%-763.7pp | 31.25%-18.6pp |
| Employer contribution / active EE | $498 | $2,374-79.0% | $2,914-82.9% | $2,726-81.7% |
| Participant deferral / active EE | $1,186 | $3,510-66.2% | $4,321-72.5% | $4,648-74.5% |
| Admin fee / account holder | $85 | $527-83.9% | $7,384-98.8% | $431-80.2% |