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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $5,335 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,047 | $51,466-30.0% | $78,778-54.2% | $62,293-42.1% |
| Participation rate | 71.9% | 59.8%+12.1pp | 69.2%+2.7pp | 69.5%+2.4pp |
| Annual return | 10.94% | 19.96%-9.0pp | 35.62%-24.7pp | 28.90%-18.0pp |
| Employer contribution / active EE | $445 | $827-46.2% | $1,986-77.6% | $2,042-78.2% |
| Participant deferral / active EE | $2,487 | $2,147+15.8% | $2,958-15.9% | $3,169-21.5% |
| Admin fee / account holder | $29 | $489-94.0% | $5,134-99.4% | $479-93.9% |