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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,432 | $46,732-79.8% | $156,551-94.0% | $55,167-82.9% |
| Participation rate | 96.4% | 65.8%+30.6pp | 84.0%+12.4pp | 69.0%+27.4pp |
| Annual return | 6.41% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $352 | $2,105-83.3% | $5,501-93.6% | $1,963-82.1% |
| Participant deferral / active EE | $1,140 | $2,204-48.3% | $4,871-76.6% | $3,054-62.7% |
| Admin fee / account holder | $68 | $418-83.8% | $13,028-99.5% | $504-86.6% |