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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $45,698 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $34,506 | $51,620-33.2% | $90,304-61.8% | $65,185-47.1% |
| Participation rate | 76.7% | 68.6%+8.1pp | 73.3%+3.4pp | 70.2%+6.5pp |
| Annual return | 25.98% | 24.94%+1.0pp | 78.13%-52.2pp | 29.38%-3.4pp |
| Employer contribution / active EE | $767 | $2,235-65.7% | $2,855-73.1% | $2,177-64.8% |
| Participant deferral / active EE | $2,540 | $2,871-11.5% | $3,885-34.6% | $3,514-27.7% |
| Admin fee / account holder | $247 | $384-35.7% | $5,354-95.4% | $847-70.8% |