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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1291257 | Recordkeeping | $44,498 |
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 | $33,586 | $62,928-46.6% | $172,753-80.6% | $67,582-50.3% |
| Participation rate | 84.8% | 64.5%+20.4pp | 82.6%+2.2pp | 71.3%+13.5pp |
| Annual return | 6.60% | 30.36%-23.8pp | 803.00%-796.4pp | 378.57%-372.0pp |
| Employer contribution / active EE | $1,725 | $1,636+5.4% | $5,144-66.5% | $2,148-19.7% |
| Participant deferral / active EE | $1,574 | $2,145-26.6% | $5,198-69.7% | $3,539-55.5% |
| Admin fee / account holder | $50 | $167-70.1% | $13,956-99.6% | $142-65.0% |