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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $600 |
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 | $93,841 | $44,059+113.0% | $71,671+30.9% | $69,631+34.8% |
| Participation rate | 99.6% | 60.8%+38.9pp | 68.7%+30.9pp | 70.7%+28.9pp |
| Annual return | 15.61% | 21.97%-6.4pp | 20.65%-5.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,760 | $1,305+111.5% | $2,460+12.2% | $2,032+35.8% |
| Participant deferral / active EE | $4,385 | $2,370+85.1% | $3,438+27.6% | $3,224+36.0% |
| Admin fee / account holder | $2 | $108-98.0% | $5,558-100.0% | $110-98.1% |