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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,549 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $10,100 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,111 | $43,999-79.3% | $79,466-88.5% | $55,725-83.7% |
| Participation rate | 86.6% | 66.9%+19.7pp | 73.3%+13.2pp | 70.9%+15.7pp |
| Annual return | 2.93% | 1.81%+1.1pp | 718.28%-715.4pp | 244.93%-242.0pp |
| Employer contribution / active EE | $1,003 | $1,830-45.2% | $2,800-64.2% | $2,078-51.7% |
| Participant deferral / active EE | $3,097 | $2,538+22.0% | $3,704-16.4% | $3,356-7.7% |
| Admin fee / account holder | $77 | $118-34.3% | $5,104-98.5% | $115-32.9% |