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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $856 |
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 | $39,642 | $60,165-34.1% | $74,184-46.6% | $55,167-28.1% |
| Participation rate | 75.7% | 74.2%+1.6pp | 76.6%-0.9pp | 69.0%+6.7pp |
| Annual return | 7.45% | 10.00%-2.5pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,187 | $1,600-25.8% | $2,370-49.9% | $1,963-39.5% |
| Participant deferral / active EE | $2,218 | $2,973-25.4% | $3,550-37.5% | $3,054-27.4% |
| Admin fee / account holder | $81 | $419-80.7% | $5,586-98.6% | $504-83.9% |