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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $7,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,908 | $71,192-32.7% | $117,861-59.4% | $62,293-23.1% |
| Participation rate | 69.9% | 74.2%-4.4pp | 79.7%-9.8pp | 69.5%+0.4pp |
| Annual return | 17.29% | 18.66%-1.4pp | 335.11%-317.8pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,025 | $1,934-47.0% | $3,786-72.9% | $2,042-49.8% |
| Participant deferral / active EE | $2,865 | $3,189-10.2% | $4,482-36.1% | $3,169-9.6% |
| Admin fee / account holder | $8 | $587-98.6% | $8,021-99.9% | $479-98.3% |