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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $150 |
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 | $20,408 | $47,456-57.0% | $172,753-88.2% | $77,775-73.8% |
| Participation rate | 94.2% | 66.3%+27.9pp | 82.6%+11.5pp | 73.2%+21.0pp |
| Annual return | 20.41% | 35.57%-15.2pp | 803.00%-782.6pp | 32.58%-12.2pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,036 | $2,560+18.6% | $5,198-41.6% | $3,966-23.4% |
| Admin fee / account holder | $18 | $81-78.2% | $13,956-99.9% | $100-82.4% |