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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-1590850 | Plan Administrator | $3,112 |
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 | $32,382 | $43,423-25.4% | $78,676-58.8% | $55,167-41.3% |
| Participation rate | 94.7% | 68.0%+26.7pp | 73.6%+21.2pp | 69.0%+25.7pp |
| Annual return | 8.07% | 11.53%-3.5pp | 62.19%-54.1pp | 169.23%-161.2pp |
| Employer contribution / active EE | $640 | $1,997-67.9% | $2,850-77.5% | $1,963-67.4% |
| Participant deferral / active EE | $1,842 | $2,509-26.6% | $3,517-47.6% | $3,054-39.7% |
| Admin fee / account holder | $5 | $416-98.7% | $4,510-99.9% | $504-98.9% |