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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,419 |
COURIER CAPITAL4 years Filed as: COURIER CAPITAL INC Service code 27 · EIN 81-0710574 | Advisory (Plan) | $24,558 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 13 · EIN 16-1186135 | Contract Administrator | $13,400 |
MODERN DISPOSAL SERVICES1 year Service code 10 · EIN 16-0875858 | Accounting | $7,988 |
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 | $54,448 | $41,647+30.7% | $96,192-43.4% | $86,821-37.3% |
| Participation rate | 81.3% | 50.3%+31.0pp | 68.4%+12.8pp | 72.3%+9.0pp |
| Annual return | 15.29% | 27.24%-12.0pp | 192.09%-176.8pp | 97.94%-82.7pp |
| Employer contribution / active EE | $1,377 | $1,328+3.7% | $2,799-50.8% | $2,406-42.8% |
| Participant deferral / active EE | $3,458 | $2,412+43.4% | $4,351-20.5% | $4,132-16.3% |
| Admin fee / account holder | $127 | $169-25.3% | $5,539-97.7% | $170-25.4% |