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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $85,706 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $27,704 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,984 | $42,582+55.0% | $171,082-61.4% | $57,658+14.4% |
| Participation rate | 93.8% | 63.9%+29.9pp | 76.7%+17.2pp | 70.2%+23.6pp |
| Annual return | 6.23% | 308.67%-302.4pp | 32.56%-26.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $3,707 | $1,306+183.8% | $4,002-7.4% | $1,974+87.8% |
| Participant deferral / active EE | $2,333 | $2,933-20.5% | $4,797-51.4% | $3,061-23.8% |
| Admin fee / account holder | $48 | $82-42.0% | $8,520-99.4% | $95-49.5% |