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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,646 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,600 | $80,705+87.8% | $115,768+31.0% | $67,986+123.0% |
| Participation rate | 94.9% | 63.0%+31.9pp | 74.4%+20.5pp | 57.2%+37.7pp |
| Annual return | 12.26% | 18.49%-6.2pp | 100.46%-88.2pp | 31.67%-19.4pp |
| Employer contribution / active EE | $1,611 | $2,046-21.3% | $2,940-45.2% | $2,019-20.2% |
| Participant deferral / active EE | $9,079 | $3,559+155.1% | $4,917+84.7% | $3,358+170.4% |
| Admin fee / account holder | $204 | $4,135-95.1% | $12,439-98.4% | $3,203-93.6% |