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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,250 |
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 | $22,388 | $50,044-55.3% | $95,759-76.6% | $74,473-69.9% |
| Participation rate | 78.3% | 66.7%+11.6pp | 72.3%+6.1pp | 70.7%+7.6pp |
| Annual return | 47.53% | 24.92%+22.6pp | 28.42%+19.1pp | 34.36%+13.2pp |
| Employer contribution / active EE | $3,684 | $1,634+125.5% | $2,836+29.9% | $2,638+39.6% |
| Participant deferral / active EE | $6,519 | $3,752+73.8% | $4,244+53.6% | $4,530+43.9% |
| Admin fee / account holder | $14 | $300-95.5% | $5,678-99.8% | $347-96.1% |