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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,285 | $54,573-64.7% | $90,970-78.8% | $73,497-73.8% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 70.7%+6.2pp |
| Annual return | 15.75% | 16.69%-0.9pp | 134.60%-118.8pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,019 | $991+2.8% | $2,122-52.0% | $2,270-55.1% |
| Participant deferral / active EE | $1,792 | $2,517-28.8% | $3,373-46.9% | $3,740-52.1% |
| Admin fee / account holder | $121 | $521-76.8% | $5,961-98.0% | $513-76.4% |