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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $37,460 |
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 | $70,211 | $78,852-11.0% | $76,768-8.5% | $75,289-6.7% |
| Participation rate | 74.7% | 85.0%-10.3pp | 77.0%-2.3pp | 72.4%+2.3pp |
| Annual return | -5.14% | -1.29%-3.9pp | 2.43%-7.6pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,242 | $2,794-55.6% | $2,485-50.0% | $2,405-48.4% |
| Participant deferral / active EE | $2,795 | $4,800-41.8% | $3,852-27.4% | $3,739-25.2% |
| Admin fee / account holder | $12 | $79-85.4% | $6,676-99.8% | $102-88.7% |