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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,218 |
Service code 49 · EIN 41-1486060 | Other Services | $5,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,601 | $73,863-74.8% | $143,797-87.1% | $68,490-72.8% |
| Participation rate | 51.4% | 66.7%-15.3pp | 80.3%-28.9pp | 67.9%-16.5pp |
| Annual return | -16.92% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,312 | $3,185-27.4% | $4,952-53.3% | $2,597-11.0% |
| Participant deferral / active EE | $2,688 | $3,385-20.6% | $5,638-52.3% | $4,028-33.3% |
| Admin fee / account holder | $251 | $5,756-95.6% | $14,679-98.3% | $5,403-95.3% |