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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,527 | $73,397+42.4% | $178,014-41.3% | $74,546+40.2% |
| Participation rate | 55.7% | 66.6%-10.9pp | 77.1%-21.4pp | 67.2%-11.5pp |
| Annual return | 14.01% | 17.49%-3.5pp | 294.80%-280.8pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,494 | $2,217-32.6% | $3,950-62.2% | $2,624-43.1% |
| Participant deferral / active EE | $6,944 | $4,512+53.9% | $6,276+10.6% | $4,347+59.7% |
| Admin fee / account holder | $283 | $1,809-84.4% | $10,362-97.3% | $1,944-85.4% |