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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
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 | $13,255 | $85,171-84.4% | $172,752-92.3% | $72,975-81.8% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 18.94% | 27.32%-8.4pp | 802.97%-784.0pp | 81.01%-62.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,713 | $3,260-47.5% | $5,198-67.1% | $3,608-52.5% |
| Admin fee / account holder | $67 | $5,880-98.9% | $13,955-99.5% | $5,124-98.7% |