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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 | $49,468-2.5% | $150,298-67.9% | $103,975-53.6% |
| Participation rate | 85.1% | 58.1%+27.0pp | 77.8%+7.4pp | 72.5%+12.6pp |
| Annual return | 12.29% | 38.98%-26.7pp | 62.79%-50.5pp | 19.41%-7.1pp |
| Employer contribution / active EE | $2,255 | $1,670+35.1% | $4,154-45.7% | $3,722-39.4% |
| Participant deferral / active EE | $2,839 | $2,650+7.1% | $5,453-47.9% | $5,343-46.9% |
| Admin fee / account holder | $74 | $385-80.7% | $14,116-99.5% | $332-77.7% |