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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,115 |
Filed as: VARIABLE CONTRACT AGENCY, LLC Service code 49 | Other Services | $12,489 |
Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 13 · EIN 54-1953648 | Contract Administrator | $5,336 |
Filed as: VARIABLE CONTRACT AGENCY Service code 49 · EIN 84-3853085 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,745 | $121,341-73.0% | $189,520-82.7% | $79,393-58.8% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.8%+10.0pp | 70.7%+27.1pp |
| Annual return | 49.24% | 21.08%+28.2pp | 555.25%-506.0pp | 116.87%-67.6pp |
| Employer contribution / active EE | $3,254 | $3,915-16.9% | $6,161-47.2% | $2,428+34.0% |
| Participant deferral / active EE | $11,372 | $6,395+77.8% | $8,220+38.3% | $4,046+181.1% |
| Admin fee / account holder | $172 | $651-73.6% | $12,046-98.6% | $627-72.6% |