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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,980 | $49,451+33.4% | $79,580-17.1% | $66,938-1.4% |
| Participation rate | 85.6% | 61.3%+24.3pp | 69.5%+16.1pp | 69.8%+15.8pp |
| Annual return | -19.75% | 84.25%-104.0pp | 0.15%-19.9pp | 1.58%-21.3pp |
| Employer contribution / active EE | $3,125 | $1,266+146.9% | $2,413+29.5% | $2,545+22.8% |
| Participant deferral / active EE | $6,338 | $3,159+100.7% | $3,985+59.0% | $4,238+49.6% |
| Admin fee / account holder | $31 | $595-94.7% | $6,835-99.5% | $594-94.7% |