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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $29,539 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $19,549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,269 | $37,117+38.1% | $147,617-65.3% | $55,191-7.1% |
| Participation rate | 60.2% | 63.6%-3.4pp | 84.6%-24.4pp | 69.2%-9.0pp |
| Annual return | 1.33% | 3.44%-2.1pp | 61.98%-60.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,266 | $1,620-21.9% | $5,564-77.3% | $1,899-33.3% |
| Participant deferral / active EE | $2,225 | $1,985+12.1% | $4,895-54.5% | $3,046-27.0% |
| Admin fee / account holder | $190 | $86+122.4% | $11,612-98.4% | $91+109.6% |