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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,750 |
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 | $98,827 | $91,474+8.0% | $135,982-27.3% | $71,529+38.2% |
| Participation rate | 97.6% | 75.7%+21.9pp | 81.9%+15.7pp | 67.9%+29.6pp |
| Annual return | 18.94% | 29.89%-11.0pp | 68.32%-49.4pp | 28.97%-10.0pp |
| Employer contribution / active EE | $6,706 | $3,705+81.0% | $4,859+38.0% | $2,590+158.9% |
| Participant deferral / active EE | $8,644 | $7,095+21.8% | $7,760+11.4% | $4,291+101.4% |
| Admin fee / account holder | $12 | $1,267-99.1% | $10,767-99.9% | $1,588-99.3% |