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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $8,067 |
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 | $181,463 | $91,559+98.2% | $133,971+35.4% | $79,852+127.3% |
| Participation rate | 95.6% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+25.9pp |
| Annual return | 13.14% | 61.85%-48.7pp | 45.09%-32.0pp | 31.72%-18.6pp |
| Employer contribution / active EE | $8,524 | $2,384+257.6% | $3,919+117.5% | $2,471+245.0% |
| Participant deferral / active EE | $8,639 | $3,734+131.4% | $5,047+71.2% | $3,740+131.0% |
| Admin fee / account holder | $70 | $6,321-98.9% | $8,929-99.2% | $5,306-98.7% |