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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,273 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$127 |
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 | $142,705 | $101,672+40.4% | $147,117-3.0% | $74,478+91.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.13% | 8757.83%-8736.7pp | 420.54%-399.4pp | 1370.56%-1349.4pp |
| Employer contribution / active EE | $21,471 | $3,813+463.1% | $4,932+335.3% | $2,626+717.6% |
| Participant deferral / active EE | $18,983 | $7,305+159.9% | $8,065+135.4% | $4,350+336.4% |
| Admin fee / account holder | $149 | $1,753-91.5% | $12,993-98.9% | $1,946-92.3% |