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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $639 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
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 | $55,723 | $52,884+5.4% | $84,753-34.3% | $55,167+1.0% |
| Participation rate | 86.3% | 67.5%+18.8pp | 76.6%+9.7pp | 69.0%+17.3pp |
| Annual return | 8.05% | 18.03%-10.0pp | 22.78%-14.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,125 | $2,233-4.9% | $3,574-40.6% | $1,963+8.3% |
| Participant deferral / active EE | $2,540 | $2,644-3.9% | $3,712-31.6% | $3,054-16.9% |
| Admin fee / account holder | $5 | $581-99.1% | $5,333-99.9% | $504-99.0% |