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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,812 |
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 | $58,708 | $65,092-9.8% | $143,799-59.2% | $66,938-12.3% |
| Participation rate | 82.4% | 65.2%+17.2pp | 80.3%+2.1pp | 69.8%+12.6pp |
| Annual return | -15.75% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,778 | $2,362-24.7% | $4,952-64.1% | $2,545-30.1% |
| Participant deferral / active EE | $5,297 | $2,920+81.4% | $5,638-6.1% | $4,238+25.0% |
| Admin fee / account holder | $5 | $502-99.0% | $14,677-100.0% | $594-99.2% |