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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,294 |
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 | $42,812 | $65,946-35.1% | $81,783-47.7% | $77,671-44.9% |
| Participation rate | 59.3% | 65.8%-6.5pp | 72.4%-13.1pp | 70.6%-11.3pp |
| Annual return | 20.66% | 26.65%-6.0pp | 775.05%-754.4pp | 31.21%-10.5pp |
| Employer contribution / active EE | $4,363 | $2,371+84.0% | $2,913+49.8% | $2,726+60.0% |
| Participant deferral / active EE | $3,353 | $3,507-4.4% | $4,320-22.4% | $4,648-27.9% |
| Admin fee / account holder | $105 | $527-80.2% | $7,380-98.6% | $430-75.7% |