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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,031 | $26,549-24.5% | $61,452-67.4% | $66,938-70.1% |
| Participation rate | 50.0% | 38.1%+11.9pp | 52.6%-2.6pp | 69.8%-19.8pp |
| Annual return | -11.39% | -16.21%+4.8pp | 338.96%-350.4pp | 1.58%-13.0pp |
| Employer contribution / active EE | $700 | $651+7.4% | $1,160-39.7% | $2,545-72.5% |
| Participant deferral / active EE | $1,405 | $1,338+5.0% | $2,125-33.9% | $4,238-66.9% |
| Admin fee / account holder | $207 | $409-49.4% | $2,131-90.3% | $594-65.1% |