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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $14,532 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,899 | $75,388-82.9% | $123,552-89.6% | $55,725-76.9% |
| Participation rate | 90.5% | 75.7%+14.8pp | 82.3%+8.2pp | 70.9%+19.6pp |
| Annual return | -5.51% | 4.48%-10.0pp | 119.20%-124.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,372 | $5,651-22.6% | $6,426-32.0% | $3,356+30.3% |
| Admin fee / account holder | $16 | $120-87.0% | $9,285-99.8% | $115-86.5% |