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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $560 |
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 | $78,090 | $89,652-12.9% | $141,197-44.7% | $65,186+19.8% |
| Participation rate | 79.1% | 74.7%+4.4pp | 82.5%-3.3pp | 70.2%+8.9pp |
| Annual return | 24.82% | 32.79%-8.0pp | 71.41%-46.6pp | 29.39%-4.6pp |
| Employer contribution / active EE | $1,680 | $3,065-45.2% | $4,736-64.5% | $2,177-22.8% |
| Participant deferral / active EE | $4,262 | $5,691-25.1% | $6,710-36.5% | $3,514+21.3% |
| Admin fee / account holder | $115 | $569-79.7% | $10,265-98.9% | $847-86.4% |