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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 56-2263714 | Contract Administrator | $6,752 |
GORDON ASSET MANAGEMENT1 year Service code 26 · EIN 42-1582751 | Advisory (Participants) | $5,207 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,446 | $86,938-39.7% | $102,423-48.8% | $80,925-35.2% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 15.68% | 18.89%-3.2pp | 29.42%-13.7pp | 35.65%-20.0pp |
| Employer contribution / active EE | $23 | $2,369-99.0% | $3,023-99.3% | $2,756-99.2% |
| Participant deferral / active EE | $8,371 | $4,120+103.2% | $5,054+65.6% | $4,299+94.7% |
| Admin fee / account holder | $89 | $8,053-98.9% | $9,455-99.1% | $6,940-98.7% |