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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,350 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,742 | $129,227-80.1% | $184,260-86.0% | $77,736-66.9% |
| Participation rate | 86.4% | 87.4%-1.0pp | 86.8%-0.4pp | 70.6%+15.8pp |
| Annual return | 29.37% | 33.24%-3.9pp | 28.84%+0.5pp | 31.26%-1.9pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,786 | $7,307-7.1% | $9,133-25.7% | $4,651+45.9% |
| Admin fee / account holder | $12 | $256-95.2% | $13,898-99.9% | $433-97.2% |