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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,066 |
Annual investment return 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 | $13,693 | $52,967-74.1% | $172,753-92.1% | $65,186-79.0% |
| Participation rate | 81.5% | 66.2%+15.3pp | 82.6%-1.2pp | 70.2%+11.3pp |
| Annual return | 6.30% | 30.12%-23.8pp | 803.00%-796.7pp | 29.39%-23.1pp |
| Employer contribution / active EE | $1,213 | $2,190-44.6% | $5,144-76.4% | $2,177-44.3% |
| Participant deferral / active EE | $2,021 | $2,471-18.2% | $5,198-61.1% | $3,514-42.5% |
| Admin fee / account holder | $26 | $472-94.5% | $13,956-99.8% | $847-96.9% |