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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $19,768 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,246 | $71,142-44.8% | $119,622-67.2% | $64,819-39.5% |
| Participation rate | 90.4% | 78.6%+11.7pp | 79.3%+11.1pp | 71.5%+18.9pp |
| Annual return | -15.12% | -10.01%-5.1pp | -14.98%-0.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $1,812 | $2,497-27.5% | $4,232-57.2% | $2,507-27.7% |
| Participant deferral / active EE | $2,458 | $4,490-45.3% | $5,601-56.1% | $4,311-43.0% |
| Admin fee / account holder | $168 | $162+3.7% | $10,328-98.4% | $188-10.5% |