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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,113 |
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 | $43,248 | $73,638-41.3% | $95,960-54.9% | $73,493-41.2% |
| Participation rate | 94.9% | 76.2%+18.8pp | 77.1%+17.8pp | 70.7%+24.2pp |
| Annual return | 19.64% | 16.78%+2.9pp | 91.63%-72.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $1,273 | $1,863-31.7% | $2,541-49.9% | $2,270-43.9% |
| Participant deferral / active EE | $3,650 | $3,617+0.9% | $4,167-12.4% | $3,740-2.4% |
| Admin fee / account holder | $16 | $482-96.6% | $6,797-99.8% | $513-96.8% |