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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,337 |
Filed as: O N EQUITY SALES CO Service code 49 · EIN 31-0742113 | Other Services | $8,355 |
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 | $86,265 | $76,112+13.3% | $96,534-10.6% | $71,511+20.6% |
| Participation rate | 93.8% | 74.4%+19.4pp | 76.0%+17.8pp | 67.9%+25.9pp |
| Annual return | 15.51% | 22.81%-7.3pp | 25.88%-10.4pp | 28.86%-13.3pp |
| Employer contribution / active EE | $1,311 | $2,248-41.7% | $2,965-55.8% | $2,589-49.4% |
| Participant deferral / active EE | $5,602 | $4,217+32.8% | $4,851+15.5% | $4,291+30.6% |
| Admin fee / account holder | $236 | $2,708-91.3% | $8,253-97.1% | $1,588-85.1% |