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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 | $38,006+26.9% | $161,489-70.1% | $89,670-46.2% |
| Participation rate | 85.1% | 55.7%+29.4pp | 78.7%+6.4pp | 71.2%+14.0pp |
| Annual return | 12.29% | 51.85%-39.6pp | 89.72%-77.4pp | 19.66%-7.4pp |
| Employer contribution / active EE | $2,255 | $1,536+46.8% | $4,268-47.2% | $4,041-44.2% |
| Participant deferral / active EE | $2,839 | $1,865+52.2% | $5,630-49.6% | $3,962-28.4% |
| Admin fee / account holder | $74 | $249-70.2% | $16,006-99.5% | $352-78.9% |