Filed June 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $155,643 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $68,852 | $86,225-20.1% | $146,649-53.0% | $86,828-20.7% |
| Participation rate | 94.2% | 78.0%+16.2pp | 80.1%+14.1pp | 72.3%+21.9pp |
| Annual return | 18.17% | 31.23%-13.1pp | 22.75%-4.6pp | 97.95%-79.8pp |
| Employer contribution / active EE | $1,282 | $2,392-46.4% | $4,137-69.0% | $2,406-46.7% |
| Participant deferral / active EE | $4,635 | $4,245+9.2% | $5,506-15.8% | $4,132+12.2% |
| Admin fee / account holder | $159 | $195-18.5% | $10,281-98.5% | $170-6.2% |