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| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,761 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,051 |
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 | $51,001 | $37,044+37.7% | $71,796-29.0% | $57,658-11.5% |
| Participation rate | 87.6% | 61.1%+26.5pp | 69.1%+18.5pp | 70.2%+17.4pp |
| Annual return | 9.53% | 12.64%-3.1pp | 78.04%-68.5pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,973 | $720+174.0% | $1,924+2.5% | $1,9740% |
| Participant deferral / active EE | $4,334 | $1,974+119.5% | $2,794+55.1% | $3,061+41.6% |
| Admin fee / account holder | $16 | $101-83.9% | $4,815-99.7% | $95-82.8% |