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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1291257 | Recordkeeping | $94,492 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,769 | $50,150-18.7% | $149,723-72.8% | $80,169-49.1% |
| Participation rate | 88.5% | 64.3%+24.2pp | 78.8%+9.7pp | 72.9%+15.5pp |
| Annual return | 13.05% | 29.80%-16.8pp | 134.50%-121.4pp | 40.39%-27.3pp |
| Employer contribution / active EE | $2,038 | $1,868+9.1% | $4,821-57.7% | $2,978-31.6% |
| Participant deferral / active EE | $2,386 | $3,195-25.3% | $5,682-58.0% | $5,016-52.4% |
| Admin fee / account holder | $67 | $153-55.8% | $13,215-99.5% | $145-53.5% |