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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $34,218 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,869 | $55,449-75.0% | $83,830-83.5% | $56,287-75.4% |
| Participation rate | 80.6% | 68.0%+12.5pp | 76.1%+4.4pp | 69.9%+10.7pp |
| Annual return | -8.32% | -1.38%-6.9pp | 850.97%-859.3pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,040 | $2,430-57.2% | $3,631-71.4% | $2,111-50.7% |
| Participant deferral / active EE | $2,103 | $2,935-28.4% | $4,082-48.5% | $3,350-37.2% |
| Admin fee / account holder | $3 | $656-99.6% | $5,479-100.0% | $521-99.5% |