| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $297,052 |
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 | $199,861 | $81,321+145.8% | $68,509+191.7% | $59,188+237.7% |
| Participation rate | 95.3% | 83.8%+11.5pp | 74.7%+20.6pp | 69.4%+25.9pp |
| Annual return | 28.28% | 4.65%+23.6pp | 8.27%+20.0pp | 5.51%+22.8pp |
| Employer contribution / active EE | $13,213 | $3,297+300.8% | $2,278+480.1% | $2,098+529.8% |
| Participant deferral / active EE | $12,145 | $4,592+164.5% | $3,382+259.1% | $3,265+272.0% |
| Admin fee / account holder | $40 | $62-35.2% | $5,275-99.2% | $92-56.6% |