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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $6,341 |
APPLIED PLAN ADMINISTRATORS LLC2+ years Filed as: APPLIED PLAN ADMINISTRATORS, LLC Service code 15 · EIN 46-5761416 | Recordkeeping | $2,496 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,792 | $63,924-33.1% | $108,582-60.6% | $55,167-22.4% |
| Participation rate | 82.2% | 74.3%+7.9pp | 79.6%+2.7pp | 69.0%+13.2pp |
| Annual return | 27.45% | 15.31%+12.1pp | -51.70%+79.1pp | 169.23%-141.8pp |
| Employer contribution / active EE | $1,050 | $1,879-44.1% | $3,758-72.1% | $1,963-46.5% |
| Participant deferral / active EE | $2,760 | $3,067-10.0% | $4,311-36.0% | $3,054-9.6% |
| Admin fee / account holder | $87 | $618-86.0% | $7,645-98.9% | $504-82.8% |