Filed January 30, 2023
Total covered: 31 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $123 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,549 | $52,122-60.6% | $104,299-80.3% | $64,824-68.3% |
| Participation rate | 100.0% | 56.0%+44.0pp | 73.3%+26.7pp | 71.5%+28.5pp |
| Annual return | 0.00% | 13.26%-13.3pp | 24.62%-24.6pp | 32.84%-32.8pp |
| Employer contribution / active EE | $2,755 | $1,627+69.3% | $3,373-18.3% | $2,507+9.9% |
| Participant deferral / active EE | $2,252 | $2,823-20.2% | $4,626-51.3% | $4,311-47.8% |
| Admin fee / account holder | $0 | $155-99.7% | $7,339-100.0% | $188-99.7% |