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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,768 |
Employer contribution per participant 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 | $17,414 | $45,050-61.3% | $63,018-72.4% | $70,126-75.2% |
| Participation rate | 83.3% | 69.5%+13.8pp | 74.8%+8.5pp | 69.5%+13.8pp |
| Annual return | 18.25% | 18.76%-0.5pp | 87.62%-69.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $133 | $2,052-93.5% | $2,761-95.2% | $2,343-94.3% |
| Participant deferral / active EE | $3,135 | $2,466+27.2% | $3,330-5.8% | $3,332-5.9% |
| Admin fee / account holder | $50 | $2,834-98.2% | $3,601-98.6% | $4,645-98.9% |