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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | -$56,615 |
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 | $101,870 | $74,024+37.6% | $78,002+30.6% | $57,661+76.7% |
| Participation rate | 83.1% | 79.7%+3.4pp | 75.5%+7.6pp | 70.2%+12.9pp |
| Annual return | 12.14% | 12.14%0pp | 425.99%-413.8pp | 5.13%+7.0pp |
| Employer contribution / active EE | $6,658 | $2,365+181.5% | $2,470+169.5% | $1,974+237.3% |
| Participant deferral / active EE | $9,569 | $3,533+170.8% | $3,497+173.6% | $3,061+212.7% |
| Admin fee / account holder | -$36 | $93-138.2% | $5,481-100.6% | $95-137.6% |