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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $64,287 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $27,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,568 | $44,989-74.3% | $170,435-93.2% | $77,958-85.2% |
| Participation rate | 87.8% | 64.6%+23.1pp | 83.6%+4.2pp | 71.6%+16.1pp |
| Annual return | 14.88% | 19.61%-4.7pp | 205.94%-191.1pp | 20.87%-6.0pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,467 | $2,208+11.8% | $4,939-50.0% | $3,537-30.2% |
| Admin fee / account holder | $10 | $69-85.4% | $13,881-99.9% | $97-89.6% |