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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 20-8960107 | Other Fees | $16,262 |
Service code 49 | Other Services | $1,890 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,616 | $64,138-56.9% | $112,258-75.4% | $66,930-58.7% |
| Participation rate | 83.6% | 68.5%+15.1pp | 75.1%+8.5pp | 69.8%+13.8pp |
| Annual return | -17.36% | -13.81%-3.5pp | 27.47%-44.8pp | 1.57%-18.9pp |
| Employer contribution / active EE | $501 | $3,006-83.3% | $3,636-86.2% | $2,545-80.3% |
| Participant deferral / active EE | $4,573 | $3,694+23.8% | $4,728-3.3% | $4,238+7.9% |
| Admin fee / account holder | $158 | $625-74.7% | $6,411-97.5% | $593-73.3% |