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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,150 |
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 | $53,126 | $73,102-27.3% | $123,553-57.0% | $56,289-5.6% |
| Participation rate | 94.8% | 74.3%+20.5pp | 82.3%+12.5pp | 69.9%+24.9pp |
| Annual return | 0.57% | 3.01%-2.4pp | 119.21%-118.6pp | -9.96%+10.5pp |
| Employer contribution / active EE | $4,331 | $2,977+45.5% | $4,628-6.4% | $2,111+105.2% |
| Participant deferral / active EE | $11,298 | $5,423+108.3% | $6,426+75.8% | $3,350+237.3% |
| Admin fee / account holder | $12 | $554-97.8% | $9,284-99.9% | $521-97.7% |