Filed August 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,042 |
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 | $134,490 | $58,234+130.9% | $81,783+64.4% | $80,874+66.3% |
| Participation rate | 96.8% | 63.4%+33.3pp | 72.4%+24.4pp | 67.6%+29.1pp |
| Annual return | 16.54% | 41.70%-25.2pp | 775.05%-758.5pp | 35.62%-19.1pp |
| Employer contribution / active EE | $8,288 | $2,341+254.0% | $2,913+184.6% | $2,756+200.8% |
| Participant deferral / active EE | $12,989 | $3,283+295.7% | $4,320+200.7% | $4,297+202.3% |
| Admin fee / account holder | $214 | $4,982-95.7% | $7,380-97.1% | $6,935-96.9% |