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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,662 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,527 | $99,957-86.5% | $149,730-91.0% | $73,493-81.6% |
| Participation rate | 82.8% | 75.7%+7.1pp | 82.5%+0.3pp | 70.7%+12.1pp |
| Annual return | 13.62% | 53.87%-40.2pp | 276.70%-263.1pp | 28.51%-14.9pp |
| Employer contribution / active EE | $901 | $3,191-71.8% | $4,645-80.6% | $2,270-60.3% |
| Participant deferral / active EE | $3,003 | $6,073-50.5% | $6,843-56.1% | $3,740-19.7% |
| Admin fee / account holder | $106 | $551-80.7% | $9,310-98.9% | $513-79.3% |