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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,657 |
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 | $36,067 | $62,324-42.1% | $68,509-47.4% | $55,191-34.7% |
| Participation rate | 71.8% | 78.9%-7.1pp | 74.7%-2.9pp | 69.2%+2.6pp |
| Annual return | 7.56% | 4.26%+3.3pp | 8.27%-0.7pp | 10.78%-3.2pp |
| Employer contribution / active EE | $752 | $2,223-66.1% | $2,278-67.0% | $1,899-60.4% |
| Participant deferral / active EE | $2,425 | $3,425-29.2% | $3,382-28.3% | $3,046-20.4% |
| Admin fee / account holder | $13 | $91-85.3% | $5,275-99.7% | $91-85.2% |