| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $63,900 |
Service code 49 · EIN 30-0840934 | Other Services | $10,000 |
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 | $44,509 | $74,347-40.1% | $93,621-52.5% | $67,584-34.1% |
| Participation rate | 96.4% | 80.6%+15.8pp | 75.8%+20.6pp | 71.3%+25.2pp |
| Annual return | 22.74% | 28.07%-5.3pp | 32.76%-10.0pp | 378.59%-355.8pp |
| Employer contribution / active EE | $3,622 | $2,583+40.2% | $2,719+33.2% | $2,148+68.6% |
| Participant deferral / active EE | $4,106 | $4,060+1.1% | $4,070+0.9% | $3,540+16.0% |
| Admin fee / account holder | $88 | $123-28.6% | $7,890-98.9% | $142-38.5% |