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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $7,791 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,814 | $72,254-68.4% | $86,677-73.7% | $64,808-64.8% |
| Participation rate | 74.6% | 80.4%-5.8pp | 76.6%-1.9pp | 71.5%+3.2pp |
| Annual return | -15.42% | 392.42%-407.8pp | 35.91%-51.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $280 | $2,393-88.3% | $2,836-90.1% | $2,506-88.8% |
| Participant deferral / active EE | $3,402 | $4,658-27.0% | $4,656-26.9% | $4,310-21.1% |
| Admin fee / account holder | $18 | $174-89.9% | $7,493-99.8% | $188-90.7% |