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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
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 | $10,969 | $55,453-80.2% | $170,435-93.6% | $62,293-82.4% |
| Participation rate | 93.8% | 66.4%+27.4pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 14.46% | 21.38%-6.9pp | 205.94%-191.5pp | 28.90%-14.4pp |
| Employer contribution / active EE | $417 | $2,164-80.7% | $5,432-92.3% | $2,042-79.6% |
| Participant deferral / active EE | $1,123 | $2,303-51.3% | $4,939-77.3% | $3,169-64.6% |
| Admin fee / account holder | $64 | $455-85.9% | $13,881-99.5% | $479-86.6% |