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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,170 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,574 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,357 | $70,475+35.3% | $100,530-5.1% | $79,858+19.4% |
| Participation rate | 82.1% | 73.7%+8.5pp | 79.4%+2.7pp | 69.6%+12.5pp |
| Annual return | 3.03% | 21.90%-18.9pp | 30.89%-27.9pp | 31.72%-28.7pp |
| Employer contribution / active EE | $1,032 | $2,165-52.3% | $3,418-69.8% | $2,471-58.2% |
| Participant deferral / active EE | $3,180 | $5,181-38.6% | $6,271-49.3% | $3,740-15.0% |
| Admin fee / account holder | $124 | $4,478-97.2% | $8,083-98.5% | $5,306-97.7% |