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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $43,666 |
TANDEM FINANCIAL2 years Service code 99 · EIN 82-4386489 | Other Fees | $40,974 |
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 | $24,457 | $47,766-48.8% | $82,763-70.4% | $64,824-62.3% |
| Participation rate | 72.9% | 67.7%+5.2pp | 72.6%+0.4pp | 71.5%+1.4pp |
| Annual return | -14.13% | -13.06%-1.1pp | 702.45%-716.6pp | 32.84%-47.0pp |
| Employer contribution / active EE | $1,149 | $2,182-47.3% | $3,008-61.8% | $2,507-54.2% |
| Participant deferral / active EE | $1,326 | $3,332-60.2% | $4,395-69.8% | $4,311-69.2% |
| Admin fee / account holder | $66 | $143-53.9% | $5,325-98.8% | $188-64.9% |