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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 | $49,940-55.2% | $95,728-76.6% | $74,440-69.9% |
| Participation rate | 78.3% | 66.8%+11.5pp | 72.3%+6.1pp | 70.7%+7.6pp |
| Annual return | 47.53% | 24.92%+22.6pp | 28.40%+19.1pp | 34.37%+13.2pp |
| Employer contribution / active EE | $3,684 | $1,639+124.8% | $2,835+30.0% | $2,638+39.7% |
| Participant deferral / active EE | $6,519 | $3,753+73.7% | $4,245+53.6% | $4,529+44.0% |
| Admin fee / account holder | $14 | $300-95.5% | $5,673-99.8% | $348-96.1% |