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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,955 | $49,138-49.2% | $84,021-70.3% | $65,185-61.7% |
| Participation rate | 30.7% | 60.7%-30.0pp | 69.0%-38.3pp | 70.2%-39.5pp |
| Annual return | 29.97% | 23.00%+7.0pp | 71.32%-41.3pp | 29.38%+0.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,464 | $2,397-38.9% | $3,239-54.8% | $3,514-58.3% |
| Admin fee / account holder | $237 | $543-56.3% | $6,102-96.1% | $847-72.0% |