| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $663,178 |
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 | $70,090 | $106,520-34.2% | $189,611-63.0% | $106,520-34.2% |
| Participation rate | 75.5% | 71.3%+4.1pp | 78.5%-3.0pp | 71.3%+4.1pp |
| Annual return | 16.11% | 19.28%-3.2pp | 64.20%-48.1pp | 19.28%-3.2pp |
| Employer contribution / active EE | $4,328 | $2,840+52.4% | $4,413-1.9% | $2,840+52.4% |
| Participant deferral / active EE | $3,091 | $4,948-37.5% | $6,174-49.9% | $4,948-37.5% |
| Admin fee / account holder | $9 | $75-88.0% | $9,808-99.9% | $75-88.0% |