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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $21,347 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,813 | $93,617-71.4% | $135,982-80.3% | $75,177-64.3% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 19.00% | 30.89%-11.9pp | 68.32%-49.3pp | 160.75%-141.8pp |
| Employer contribution / active EE | $2,502 | $3,538-29.3% | $4,859-48.5% | $2,671-6.3% |
| Participant deferral / active EE | $11,833 | $6,406+84.7% | $7,760+52.5% | $4,126+186.8% |
| Admin fee / account holder | $149 | $6,980-97.9% | $10,767-98.6% | $5,651-97.4% |