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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $52,224 |
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 | $53,089 | $75,388-29.6% | $123,553-57.0% | $55,725-4.7% |
| Participation rate | 94.5% | 75.7%+18.8pp | 82.3%+12.2pp | 70.9%+23.6pp |
| Annual return | -1.54% | 4.48%-6.0pp | 119.21%-120.7pp | 244.93%-246.5pp |
| Employer contribution / active EE | $2,933 | $3,063-4.3% | $4,628-36.6% | $2,078+41.1% |
| Participant deferral / active EE | $9,938 | $5,651+75.9% | $6,426+54.7% | $3,356+196.2% |
| Admin fee / account holder | $184 | $120+53.6% | $9,284-98.0% | $115+59.7% |