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| Provider | Service type | Compensation |
|---|---|---|
Service code 24 · EIN 71-0294708 | Discretionary Trustee | $2,898 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,860 | $55,470-87.6% | $155,556-95.6% | $74,478-90.8% |
| Participation rate | 85.6% | 61.9%+23.7pp | 78.2%+7.4pp | 67.2%+18.4pp |
| Annual return | 9.90% | 269.80%-259.9pp | 64.84%-54.9pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $455 | $2,267-79.9% | $4,675-90.3% | $2,626-82.7% |
| Participant deferral / active EE | $1,106 | $2,838-61.0% | $5,631-80.4% | $4,350-74.6% |
| Admin fee / account holder | $17 | $1,744-99.0% | $15,885-99.9% | $1,946-99.1% |