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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,467 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,358 |
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 | $42,285 | $95,438-55.7% | $135,982-68.9% | $74,473-43.2% |
| Participation rate | 66.9% | 78.2%-11.3pp | 81.9%-15.0pp | 70.7%-3.8pp |
| Annual return | 24.06% | 32.61%-8.5pp | 68.32%-44.3pp | 34.36%-10.3pp |
| Employer contribution / active EE | $3,023 | $3,878-22.0% | $4,859-37.8% | $2,638+14.6% |
| Participant deferral / active EE | $5,933 | $7,790-23.8% | $7,760-23.5% | $4,530+31.0% |
| Admin fee / account holder | $173 | $259-33.1% | $10,767-98.4% | $347-50.1% |