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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $880,089 |
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 | $70,499 | $96,393-26.9% | $169,385-58.4% | $96,393-26.9% |
| Participation rate | 73.4% | 71.3%+2.1pp | 77.2%-3.8pp | 71.3%+2.1pp |
| Annual return | 19.12% | 22.88%-3.8pp | 405.82%-386.7pp | 22.88%-3.8pp |
| Employer contribution / active EE | $5,120 | $3,239+58.1% | $4,012+27.6% | $3,239+58.1% |
| Participant deferral / active EE | $3,133 | $5,455-42.6% | $6,221-49.6% | $5,455-42.6% |
| Admin fee / account holder | $11 | $74-85.0% | $9,011-99.9% | $74-85.0% |