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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1291257 | Recordkeeping | $118,238 |
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 | $48,213 | $36,773+31.1% | $189,758-74.6% | $85,660-43.7% |
| Participation rate | 85.1% | 63.3%+21.9pp | 79.8%+5.3pp | 74.8%+10.3pp |
| Annual return | 12.29% | 55.47%-43.2pp | 52.62%-40.3pp | 19.52%-7.2pp |
| Employer contribution / active EE | $2,255 | $1,536+46.8% | $4,767-52.7% | $4,199-46.3% |
| Participant deferral / active EE | $2,839 | $1,800+57.7% | $5,856-51.5% | $3,518-19.3% |
| Admin fee / account holder | $74 | $132-43.6% | $20,388-99.6% | $224-66.9% |