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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $180,433 |
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 | $23,619 | $67,512-65.0% | $185,851-87.3% | $93,010-74.6% |
| Participation rate | 95.2% | 67.1%+28.1pp | 81.7%+13.5pp | 73.9%+21.3pp |
| Annual return | 15.58% | 21.04%-5.5pp | 122.11%-106.5pp | 158.70%-143.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,168-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $3,714 | $3,035+22.3% | $5,569-33.3% | $4,561-18.6% |
| Admin fee / account holder | $47 | $318-85.1% | $16,245-99.7% | $152-68.8% |