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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,528 |
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 | $55,759 | $54,679+2.0% | $76,119-26.7% | $74,459-25.1% |
| Participation rate | 98.3% | 60.3%+38.0pp | 69.1%+29.3pp | 67.2%+31.1pp |
| Annual return | 8.66% | 31.90%-23.2pp | 361.25%-352.6pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $1,823 | $1,781+2.3% | $2,693-32.3% | $2,626-30.6% |
| Participant deferral / active EE | $6,047 | $3,072+96.8% | $4,259+42.0% | $4,350+39.0% |
| Admin fee / account holder | $85 | $2,238-96.2% | $6,421-98.7% | $1,945-95.6% |