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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 66-0561870 | Recordkeeping | $13,433 |
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 | $35,589 | $46,072-22.8% | $69,779-49.0% | $55,167-35.5% |
| Participation rate | 96.9% | 67.5%+29.5pp | 71.8%+25.1pp | 69.0%+28.0pp |
| Annual return | 5.35% | 8.68%-3.3pp | 12.99%-7.6pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,279 | $1,500-14.7% | $2,338-45.3% | $1,963-34.8% |
| Participant deferral / active EE | $2,647 | $2,344+12.9% | $2,931-9.7% | $3,054-13.3% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |