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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $16,169 |
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 | $40,693 | $65,223-37.6% | $80,022-49.1% | $55,725-27.0% |
| Participation rate | 83.3% | 80.6%+2.7pp | 75.8%+7.5pp | 70.9%+12.4pp |
| Annual return | -5.84% | 7.59%-13.4pp | 11.22%-17.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,786 | $2,544-29.8% | $2,468-27.6% | $2,078-14.1% |
| Participant deferral / active EE | $3,012 | $3,881-22.4% | $3,686-18.3% | $3,356-10.2% |
| Admin fee / account holder | $27 | $114-76.4% | $6,521-99.6% | $115-76.6% |