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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,729 |
GMSL2+ years Service code 10 · EIN 13-3418879 | Accounting | $15,000 |
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 | $98,596 | $74,024+33.2% | $78,002+26.4% | $57,658+71.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 11.52% | 12.14%-0.6pp | 425.99%-414.5pp | 5.13%+6.4pp |
| Employer contribution / active EE | $9,761 | $2,365+312.7% | $2,470+295.1% | $1,974+394.5% |
| Participant deferral / active EE | $9,381 | $3,533+165.5% | $3,497+168.3% | $3,061+206.5% |
| Admin fee / account holder | $91 | $93-2.2% | $5,481-98.3% | $95-3.6% |