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| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,737 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,016 |
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 | $58,304 | $48,064+21.3% | $78,778-26.0% | $69,631-16.3% |
| Participation rate | 88.4% | 61.6%+26.8pp | 69.2%+19.2pp | 70.7%+17.7pp |
| Annual return | 26.96% | 21.81%+5.2pp | 35.62%-8.7pp | 27571.02%-27544.1pp |
| Employer contribution / active EE | $1,845 | $744+148.1% | $1,986-7.1% | $2,032-9.2% |
| Participant deferral / active EE | $4,142 | $2,079+99.2% | $2,958+40.0% | $3,224+28.5% |
| Admin fee / account holder | $13 | $152-91.7% | $5,134-99.8% | $110-88.5% |