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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 | $35,730+34.9% | $158,223-69.5% | $83,436-42.2% |
| Participation rate | 85.1% | 59.7%+25.5pp | 79.2%+5.9pp | 73.2%+12.0pp |
| Annual return | 12.29% | 53.13%-40.8pp | 52.09%-39.8pp | 19.34%-7.0pp |
| Employer contribution / active EE | $2,255 | $1,450+55.5% | $4,109-45.1% | $4,072-44.6% |
| Participant deferral / active EE | $2,839 | $1,698+67.2% | $5,467-48.1% | $3,411-16.8% |
| Admin fee / account holder | $74 | $165-55.0% | $16,047-99.5% | $265-72.0% |