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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 56-2263714 | Contract Administrator | $37,408 |
Service code 26 · EIN 23-2286563 | Advisory (Participants) | $20,736 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,911 | $61,315-70.8% | $90,259-80.2% | $64,728-72.3% |
| Participation rate | 88.2% | 51.1%+37.0pp | 70.7%+17.4pp | 57.9%+30.3pp |
| Annual return | 10.54% | 19.46%-8.9pp | 18.88%-8.3pp | 49.38%-38.8pp |
| Employer contribution / active EE | $529 | $1,602-67.0% | $2,291-76.9% | $2,243-76.4% |
| Participant deferral / active EE | $3,392 | $2,408+40.8% | $3,827-11.4% | $2,729+24.3% |
| Admin fee / account holder | $174 | $1,726-89.9% | $7,267-97.6% | $1,145-84.8% |