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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,579 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,257 |
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 | $36,548 | $50,812-28.1% | $155,602-76.5% | $77,692-53.0% |
| Participation rate | 51.8% | 63.1%-11.3pp | 78.2%-26.4pp | 70.6%-18.8pp |
| Annual return | 12.04% | 34.85%-22.8pp | 64.81%-52.8pp | 31.25%-19.2pp |
| Employer contribution / active EE | $1,288 | $1,989-35.3% | $4,675-72.5% | $2,726-52.8% |
| Participant deferral / active EE | $2,337 | $2,822-17.2% | $5,629-58.5% | $4,648-49.7% |
| Admin fee / account holder | $186 | $436-57.3% | $15,923-98.8% | $431-56.7% |