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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $29,942 |
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 | $83,647 | $105,173-20.5% | $87,102-4.0% | $77,775+7.6% |
| Participation rate | 75.4% | 85.8%-10.4pp | 76.9%-1.5pp | 73.2%+2.2pp |
| Annual return | 21.34% | 24.52%-3.2pp | 28.19%-6.9pp | 32.58%-11.2pp |
| Employer contribution / active EE | $1,339 | $2,890-53.7% | $2,521-46.9% | $2,504-46.5% |
| Participant deferral / active EE | $2,858 | $5,048-43.4% | $4,048-29.4% | $3,966-27.9% |
| Admin fee / account holder | $15 | $105-85.7% | $7,493-99.8% | $100-85.1% |