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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,831 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $100,519 | $100,801-0.3% | $149,745-32.9% | $73,412+36.9% |
| Participation rate | 90.0% | 77.7%+12.3pp | 82.5%+7.6pp | 72.2%+17.9pp |
| Annual return | 16.66% | 265.34%-248.7pp | 276.72%-260.1pp | 59.30%-42.6pp |
| Employer contribution / active EE | $118 | $3,312-96.4% | $4,646-97.5% | $2,234-94.7% |
| Participant deferral / active EE | $10,290 | $6,404+60.7% | $6,843+50.4% | $3,806+170.4% |
| Admin fee / account holder | $145 | $181-20.0% | $9,312-98.4% | $158-8.4% |