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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $259,682 |
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 | $76,060 | $136,266-44.2% | $90,760-16.2% | $77,906-2.4% |
| Participation rate | 95.9% | 86.6%+9.3pp | 75.7%+20.2pp | 73.7%+22.2pp |
| Annual return | -14.36% | -11.32%-3.0pp | -12.16%-2.2pp | 12.16%-26.5pp |
| Employer contribution / active EE | $3,985 | $4,215-5.4% | $2,922+36.4% | $2,846+40.0% |
| Participant deferral / active EE | $11,243 | $6,353+77.0% | $4,565+146.3% | $4,805+134.0% |
| Admin fee / account holder | $108 | $399-72.9% | $8,444-98.7% | $133-18.4% |