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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1291257 | Recordkeeping | $99,223 |
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 | $43,914 | $53,216-17.5% | $155,534-71.8% | $199,960-78.0% |
| Participation rate | 86.5% | 64.1%+22.4pp | 78.2%+8.3pp | 72.0%+14.5pp |
| Annual return | 16.35% | 41.18%-24.8pp | 64.92%-48.6pp | 34.28%-17.9pp |
| Employer contribution / active EE | $1,980 | $1,848+7.1% | $4,675-57.6% | $3,036-34.8% |
| Participant deferral / active EE | $2,412 | $3,164-23.8% | $5,630-57.2% | $5,087-52.6% |
| Admin fee / account holder | $63 | $186-66.0% | $15,900-99.6% | $269-76.5% |