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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $933 |
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,982 | $84,499-78.7% | $125,391-85.7% | $66,949-73.1% |
| Participation rate | 74.2% | 76.4%-2.3pp | 82.4%-8.2pp | 69.8%+4.3pp |
| Annual return | -17.51% | -8.49%-9.0pp | 572.41%-589.9pp | 1.57%-19.1pp |
| Employer contribution / active EE | $1,057 | $3,554-70.2% | $4,816-78.0% | $2,545-58.5% |
| Participant deferral / active EE | $2,348 | $6,785-65.4% | $7,448-68.5% | $4,239-44.6% |
| Admin fee / account holder | $46 | $685-93.3% | $10,009-99.5% | $594-92.2% |