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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
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 | $32,829 | $58,726-44.1% | $92,240-64.4% | $62,293-47.3% |
| Participation rate | 72.9% | 68.3%+4.5pp | 76.5%-3.6pp | 69.5%+3.4pp |
| Annual return | 16.21% | 43.62%-27.4pp | 176.29%-160.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $336 | $2,392-86.0% | $3,680-90.9% | $2,042-83.6% |
| Participant deferral / active EE | $2,439 | $2,766-11.8% | $3,897-37.4% | $3,169-23.1% |
| Admin fee / account holder | $11 | $556-98.1% | $5,194-99.8% | $479-97.8% |