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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,957 |
Service code 13 · EIN 20-4548831 | Contract Administrator | $2,730 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY Service code 49 · EIN 13-2896238 | Other Services | $0 |
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 | $46,231 | $75,962-39.1% | $154,108-70.0% | $64,173-28.0% |
| Participation rate | 88.7% | 70.4%+18.2pp | 83.0%+5.6pp | 69.6%+19.1pp |
| Annual return | -6.75% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,865 | $3,175+21.7% | $5,081-23.9% | $3,470+11.4% |
| Admin fee / account holder | $296 | $5,589-94.7% | $13,411-97.8% | $4,887-93.9% |