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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 | $69,255-74.1% | $121,871-85.3% | $69,255-74.1% |
| Participation rate | 88.2% | 69.0%+19.1pp | 73.2%+15.0pp | 69.0%+19.1pp |
| Annual return | 10.54% | 26.73%-16.2pp | 13.57%-3.0pp | 26.73%-16.2pp |
| Employer contribution / active EE | $529 | $2,645-80.0% | $2,731-80.6% | $2,645-80.0% |
| Participant deferral / active EE | $3,392 | $2,890+17.4% | $4,318-21.5% | $2,890+17.4% |
| Admin fee / account holder | $174 | $733-76.3% | $11,551-98.5% | $733-76.3% |