| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $675,392 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $21,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,628 | $71,813-61.5% | $119,628-76.9% | $78,104-64.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 79.3%+20.7pp | 74.5%+25.5pp |
| Annual return | -2.33% | -13.80%+11.5pp | -14.98%+12.7pp | 10.90%-13.2pp |
| Employer contribution / active EE | $15 | $2,836-99.5% | $4,232-99.7% | $3,128-99.5% |
| Participant deferral / active EE | $3,375 | $4,953-31.9% | $5,601-39.7% | $5,089-33.7% |
| Admin fee / account holder | $87 | $81+8.2% | $10,330-99.2% | $79+10.6% |