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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,955 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,950 | $130,141-57.0% | $86,677-35.5% | $77,904-28.2% |
| Participation rate | 78.0% | 85.9%-7.9pp | 76.6%+1.4pp | 73.7%+4.3pp |
| Annual return | -17.57% | -12.75%-4.8pp | 35.91%-53.5pp | 12.21%-29.8pp |
| Employer contribution / active EE | $1,861 | $3,220-42.2% | $2,836-34.4% | $2,848-34.6% |
| Participant deferral / active EE | $6,205 | $5,757+7.8% | $4,656+33.3% | $4,806+29.1% |
| Admin fee / account holder | $24 | $132-81.8% | $7,493-99.7% | $133-81.9% |