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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,305 |
Service code 49 · EIN 41-0973005 | Other Services | $6,960 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,633 | $99,957-75.4% | $149,730-83.5% | $73,493-66.5% |
| Participation rate | 90.2% | 75.7%+14.5pp | 82.5%+7.7pp | 70.7%+19.5pp |
| Annual return | 20.34% | 53.87%-33.5pp | 276.70%-256.4pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,202 | $3,191-62.3% | $4,645-74.1% | $2,270-47.0% |
| Participant deferral / active EE | $4,155 | $6,073-31.6% | $6,843-39.3% | $3,740+11.1% |
| Admin fee / account holder | $180 | $551-67.3% | $9,310-98.1% | $513-64.9% |