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 | $58,258+130.9% | $81,820+64.4% | $80,925+66.2% |
| Participation rate | 96.8% | 63.5%+33.3pp | 72.4%+24.4pp | 67.7%+29.1pp |
| Annual return | 16.54% | 41.76%-25.2pp | 777.93%-761.4pp | 35.65%-19.1pp |
| Employer contribution / active EE | $8,288 | $2,345+253.4% | $2,915+184.3% | $2,756+200.7% |
| Participant deferral / active EE | $12,989 | $3,284+295.6% | $4,323+200.5% | $4,299+202.2% |
| Admin fee / account holder | $214 | $4,976-95.7% | $7,391-97.1% | $6,940-96.9% |