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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $433,845 |
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 | $37,122 | $37,213-0.2% | $156,551-76.3% | $63,975-42.0% |
| Participation rate | 83.2% | 65.0%+18.3pp | 84.0%-0.8pp | 71.1%+12.1pp |
| Annual return | 8.07% | 47.89%-39.8pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,266 | $2,070+57.7% | $4,871-33.0% | $3,356-2.7% |
| Admin fee / account holder | $1 | $56-97.9% | $13,028-100.0% | $70-98.3% |