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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $113,804 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $113,189 |
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 | $63,301 | $107,378-41.0% | $108,582-41.7% | $57,658+9.8% |
| Participation rate | 99.2% | 77.1%+22.1pp | 79.6%+19.6pp | 70.2%+29.0pp |
| Annual return | 7.41% | 12.80%-5.4pp | -51.70%+59.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,833 | $1,782+2.9% | $3,758-51.2% | $1,974-7.2% |
| Participant deferral / active EE | $3,418 | $3,221+6.1% | $4,311-20.7% | $3,061+11.7% |
| Admin fee / account holder | $113 | $108+4.0% | $7,645-98.5% | $95+19.4% |