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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $148,720 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,080 |
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 | $56,747 | $106,230-46.6% | $147,080-61.4% | $77,736-27.0% |
| Participation rate | 71.2% | 78.4%-7.2pp | 82.2%-11.0pp | 70.6%+0.6pp |
| Annual return | 18.57% | 56.91%-38.3pp | 420.17%-401.6pp | 31.26%-12.7pp |
| Employer contribution / active EE | $4,355 | $4,072+6.9% | $4,933-11.7% | $2,728+59.6% |
| Participant deferral / active EE | $8,943 | $8,001+11.8% | $8,066+10.9% | $4,651+92.3% |
| Admin fee / account holder | $281 | $338-16.9% | $12,989-97.8% | $433-35.1% |