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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 66-0561870 | Recordkeeping | $8,283 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,328 | $43,550-25.8% | $63,244-48.9% | $52,331-38.2% |
| Participation rate | 99.2% | 65.7%+33.5pp | 71.0%+28.2pp | 68.1%+31.1pp |
| Annual return | -0.08% | 2.03%-2.1pp | -70.31%+70.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,221 | $1,351-9.6% | $2,322-47.4% | $1,882-35.1% |
| Participant deferral / active EE | $2,529 | $2,254+12.2% | $2,953-14.4% | $3,022-16.3% |
| Admin fee / account holder | $0 | $387-100.0% | $5,893-100.0% | $592-100.0% |