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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,981 | $52,884-49.0% | $84,753-68.2% | $55,167-51.1% |
| Participation rate | 71.6% | 67.5%+4.1pp | 76.6%-5.0pp | 69.0%+2.7pp |
| Annual return | 6.54% | 18.03%-11.5pp | 22.78%-16.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $296 | $2,233-86.8% | $3,574-91.7% | $1,963-84.9% |
| Participant deferral / active EE | $2,390 | $2,644-9.6% | $3,712-35.6% | $3,054-21.8% |
| Admin fee / account holder | -$19 | $581-103.3% | $5,333-100.4% | $504-103.9% |