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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $764 |
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 | $35,080 | $46,072-23.9% | $69,779-49.7% | $55,167-36.4% |
| Participation rate | 35.8% | 67.5%-31.7pp | 71.8%-36.1pp | 69.0%-33.2pp |
| Annual return | 8.44% | 8.68%-0.2pp | 12.99%-4.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $380 | $1,500-74.7% | $2,338-83.7% | $1,963-80.6% |
| Participant deferral / active EE | $1,550 | $2,344-33.9% | $2,931-47.1% | $3,054-49.3% |
| Admin fee / account holder | $14 | $428-96.6% | $4,381-99.7% | $504-97.1% |