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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,053 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,954 | $82,188-63.6% | $125,391-76.1% | $64,824-53.8% |
| Participation rate | 68.5% | 77.9%-9.4pp | 82.4%-13.9pp | 71.5%-3.0pp |
| Annual return | -15.24% | 3.50%-18.7pp | 572.41%-587.6pp | 32.84%-48.1pp |
| Employer contribution / active EE | $2,492 | $3,617-31.1% | $4,816-48.3% | $2,507-0.6% |
| Participant deferral / active EE | $5,244 | $7,177-26.9% | $7,448-29.6% | $4,311+21.6% |
| Admin fee / account holder | $125 | $163-23.4% | $10,009-98.8% | $188-33.4% |