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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $120,631 | $58,101+107.6% | $118,914+1.4% | $73,412+64.3% |
| Participation rate | 33.0% | 56.1%-23.1pp | 75.4%-42.4pp | 72.2%-39.2pp |
| Annual return | 13.30% | 20.56%-7.3pp | 35.89%-22.6pp | 59.30%-46.0pp |
| Employer contribution / active EE | $364 | $1,445-74.8% | $3,264-88.8% | $2,234-83.7% |
| Participant deferral / active EE | $1,406 | $2,400-41.4% | $4,266-67.0% | $3,806-63.0% |
| Admin fee / account holder | $23 | $138-83.7% | $6,582-99.7% | $158-85.7% |