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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,464 |
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 | $27,234 | $54,573-50.1% | $90,970-70.1% | $73,497-62.9% |
| Participation rate | 35.5% | 61.2%-25.7pp | 69.0%-33.6pp | 70.7%-35.2pp |
| Annual return | 14.07% | 16.69%-2.6pp | 134.60%-120.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,700 | $2,517-32.4% | $3,373-49.6% | $3,740-54.5% |
| Admin fee / account holder | $216 | $521-58.5% | $5,961-96.4% | $513-57.8% |