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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,134 |
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 | $17,899 | $46,722-61.7% | $130,660-86.3% | $65,185-72.5% |
| Participation rate | 97.8% | 60.9%+36.9pp | 71.7%+26.1pp | 70.2%+27.6pp |
| Annual return | 29.05% | 24.17%+4.9pp | 1709.29%-1680.2pp | 29.38%-0.3pp |
| Employer contribution / active EE | $1,701 | $1,488+14.4% | $4,092-58.4% | $2,177-21.9% |
| Participant deferral / active EE | $2,923 | $2,545+14.9% | $3,603-18.9% | $3,514-16.8% |
| Admin fee / account holder | $4 | $453-99.1% | $5,463-99.9% | $847-99.5% |