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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,225 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,709 | $80,211-46.8% | $74,184-42.4% | $63,975-33.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.33% | 14.13%-7.8pp | 17.74%-11.4pp | 48.65%-42.3pp |
| Employer contribution / active EE | $2,024 | $2,553-20.7% | $2,370-14.6% | $2,182-7.2% |
| Participant deferral / active EE | $2,922 | $4,370-33.1% | $3,550-17.7% | $3,356-13.0% |
| Admin fee / account holder | $11 | $67-83.2% | $5,586-99.8% | $70-83.9% |