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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,641 |
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 | $64,264 | $59,186+8.6% | $76,768-16.3% | $56,287+14.2% |
| Participation rate | 94.5% | 75.2%+19.3pp | 77.0%+17.5pp | 69.9%+24.7pp |
| Annual return | -5.35% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,750 | $1,759-0.5% | $2,485-29.6% | $2,111-17.1% |
| Participant deferral / active EE | $5,384 | $3,255+65.4% | $3,852+39.8% | $3,350+60.7% |
| Admin fee / account holder | $14 | $489-97.2% | $6,675-99.8% | $521-97.4% |