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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1291257 | Recordkeeping | $72,088 |
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 | $42,828 | $67,512-36.6% | $185,849-77.0% | $93,010-54.0% |
| Participation rate | 86.0% | 67.1%+18.9pp | 81.7%+4.3pp | 73.9%+12.1pp |
| Annual return | 32.84% | 21.04%+11.8pp | 122.10%-89.3pp | 158.70%-125.9pp |
| Employer contribution / active EE | $1,810 | $1,783+1.5% | $5,169-65.0% | $2,705-33.1% |
| Participant deferral / active EE | $1,788 | $3,035-41.1% | $5,569-67.9% | $4,561-60.8% |
| Admin fee / account holder | $56 | $318-82.3% | $16,244-99.7% | $152-62.9% |