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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $28,800 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,570 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $5,585 |
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 | $52,050 | $69,511-25.1% | $94,672-45.0% | $71,529-27.2% |
| Participation rate | 99.3% | 78.4%+20.9pp | 80.8%+18.5pp | 67.9%+31.4pp |
| Annual return | 22.15% | 29.67%-7.5pp | 156.89%-134.7pp | 28.97%-6.8pp |
| Employer contribution / active EE | $3,504 | $2,853+22.8% | $3,673-4.6% | $2,590+35.3% |
| Participant deferral / active EE | $15,000 | $7,348+104.1% | $7,417+102.2% | $4,291+249.5% |
| Admin fee / account holder | $299 | $1,211-75.3% | $7,222-95.9% | $1,588-81.2% |