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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,158 |
Filed as: OSBORNE & ASSOCIATES INC Service code 15 · EIN 77-0573145 | Recordkeeping | $14,617 |
Service code 10 · EIN 94-1239084 | Accounting | $1,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,557 | $64,909-71.4% | $82,312-77.5% | $62,293-70.2% |
| Participation rate | 89.3% | 74.9%+14.5pp | 76.9%+12.5pp | 69.5%+19.8pp |
| Annual return | 18.51% | 21.18%-2.7pp | 25.88%-7.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,256 | $1,676-25.0% | $2,428-48.3% | $2,042-38.5% |
| Participant deferral / active EE | $3,799 | $3,103+22.4% | $3,706+2.5% | $3,169+19.9% |
| Admin fee / account holder | $27 | $440-94.0% | $5,608-99.5% | $479-94.5% |