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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $20,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $106,236-100.0% | $112,228-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.1%-75.1pp | 71.5%-71.5pp |
| Annual return | -17.93% | -6.02%-11.9pp | 27.45%-45.4pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,476 | $3,166-53.4% | $3,635-59.4% | $2,506-41.1% |
| Participant deferral / active EE | $3,338 | $3,785-11.8% | $4,728-29.4% | $4,310-22.6% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |