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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 56-2375265 | Recordkeeping | $7,510 |
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 | $115,285 | $89,739+28.5% | $149,721-23.0% | $62,293+85.1% |
| Participation rate | 88.0% | 85.1%+2.9pp | 87.1%+1.0pp | 69.5%+18.5pp |
| Annual return | 68.23% | 21.01%+47.2pp | 1501.67%-1433.4pp | 28.90%+39.3pp |
| Employer contribution / active EE | $5,263 | $3,233+62.8% | $5,444-3.3% | $2,042+157.7% |
| Participant deferral / active EE | $11,212 | $4,797+133.7% | $6,568+70.7% | $3,169+253.8% |
| Admin fee / account holder | $61 | $551-89.0% | $11,282-99.5% | $479-87.3% |