Filed April 24, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,136 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,337 | $102,553+2.7% | $151,611-30.5% | $66,914+57.4% |
| Participation rate | 97.9% | 85.5%+12.4pp | 87.5%+10.4pp | 69.8%+28.1pp |
| Annual return | -15.66% | -10.82%-4.8pp | 3.33%-19.0pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,415 | $4,180-18.3% | $6,166-44.6% | $2,544+34.2% |
| Participant deferral / active EE | $7,418 | $6,641+11.7% | $8,363-11.3% | $4,237+75.1% |
| Admin fee / account holder | $254 | $630-59.6% | $11,616-97.8% | $593-57.2% |