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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,350 |
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 | $78,245 | $93,010-15.9% | $96,520-18.9% | $74,440+5.1% |
| Participation rate | 73.8% | 71.6%+2.2pp | 74.3%-0.6pp | 70.7%+3.0pp |
| Annual return | 16.12% | 37.50%-21.4pp | 35.72%-19.6pp | 34.37%-18.3pp |
| Employer contribution / active EE | $1,063 | $3,427-69.0% | $3,739-71.6% | $2,638-59.7% |
| Participant deferral / active EE | $5,256 | $3,971+32.4% | $4,879+7.7% | $4,529+16.1% |
| Admin fee / account holder | $12 | $633-98.2% | $6,733-99.8% | $348-96.7% |