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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $72,200 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $53,368 |
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 | $58,316 | $48,471+20.3% | $182,558-68.1% | $67,582-13.7% |
| Participation rate | 94.3% | 67.2%+27.1pp | 78.0%+16.3pp | 71.3%+23.0pp |
| Annual return | 22.60% | 31.08%-8.5pp | 148.59%-126.0pp | 378.57%-356.0pp |
| Employer contribution / active EE | $3,621 | $1,461+147.9% | $4,076-11.2% | $2,148+68.6% |
| Participant deferral / active EE | $2,976 | $3,324-10.5% | $5,526-46.1% | $3,539-15.9% |
| Admin fee / account holder | $36 | $151-76.1% | $8,594-99.6% | $142-74.6% |