Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,226 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,936 | $45,119+4.0% | $85,126-44.9% | $74,429-36.9% |
| Participation rate | 99.5% | 49.4%+50.1pp | 67.5%+32.0pp | 67.2%+32.3pp |
| Annual return | 10.26% | 26.28%-16.0pp | 66.63%-56.4pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $3,859 | $1,460+164.3% | $2,731+41.3% | $2,625+47.0% |
| Participant deferral / active EE | $4,907 | $2,738+79.2% | $4,523+8.5% | $4,348+12.8% |
| Admin fee / account holder | $122 | $2,214-94.5% | $6,160-98.0% | $1,944-93.7% |