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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,812 |
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 | $24,679 | $42,396-41.8% | $67,313-63.3% | $56,287-56.2% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -7.55% | -36.63%+29.1pp | -4.08%-3.5pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,350 | $1,414-4.5% | $2,566-47.4% | $2,111-36.0% |
| Participant deferral / active EE | $3,670 | $2,360+55.6% | $3,568+2.9% | $3,350+9.6% |
| Admin fee / account holder | $72 | $510-86.0% | $4,507-98.4% | $521-86.3% |