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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
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 | $58,403 | $49,138+18.9% | $84,020-30.5% | $65,185-10.4% |
| Participation rate | 98.2% | 60.7%+37.5pp | 69.0%+29.2pp | 70.2%+28.0pp |
| Annual return | 23.65% | 23.00%+0.7pp | 71.31%-47.7pp | 29.38%-5.7pp |
| Employer contribution / active EE | $2,307 | $914+152.5% | $1,984+16.3% | $2,177+6.0% |
| Participant deferral / active EE | $3,473 | $2,397+44.9% | $3,239+7.2% | $3,514-1.2% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |