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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,888 |
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 | $36,178 | $209,425-82.7% | $178,499-79.7% | $158,966-77.2% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 10.97% | 188.80%-177.8pp | 151.10%-140.1pp | 302.95%-292.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,356 | $5,955-26.9% | $5,202-16.3% | $5,983-27.2% |
| Admin fee / account holder | $249 | $17,078-98.5% | $13,986-98.2% | $11,250-97.8% |