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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,333 |
BFS1 year Service code 27 · EIN 20-8532658 | Advisory (Plan) | $23,010 |
WINDES, INC.1 year Filed as: WINDES INC. Service code 10 · EIN 95-3001179 | Accounting | $18,900 |
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 | $38,867 | $36,806+5.6% | $69,623-44.2% | $77,736-50.0% |
| Participation rate | 84.0% | 64.4%+19.6pp | 66.4%+17.6pp | 70.6%+13.4pp |
| Annual return | 14.33% | 38.81%-24.5pp | 101.23%-86.9pp | 31.26%-16.9pp |
| Employer contribution / active EE | $762 | $1,257-39.4% | $1,709-55.4% | $2,728-72.1% |
| Participant deferral / active EE | $3,161 | $2,738+15.5% | $2,890+9.4% | $4,651-32.0% |
| Admin fee / account holder | $215 | $507-57.7% | $4,696-95.4% | $433-50.5% |