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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,091 | $75,962-86.7% | $154,111-93.5% | $64,173-84.3% |
| Participation rate | 95.7% | 70.4%+25.3pp | 83.0%+12.7pp | 69.6%+26.2pp |
| Annual return | -8.06% | 30.32%-38.4pp | 735.18%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $516 | $3,350-84.6% | $5,298-90.3% | $2,381-78.3% |
| Participant deferral / active EE | $1,193 | $3,175-62.4% | $5,081-76.5% | $3,470-65.6% |
| Admin fee / account holder | $54 | $5,589-99.0% | $13,411-99.6% | $4,887-98.9% |