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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,487 |
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 | $20,565 | $65,118-68.4% | $76,767-73.2% | $55,725-63.1% |
| Participation rate | 99.8% | 79.6%+20.1pp | 77.0%+22.8pp | 70.9%+28.9pp |
| Annual return | -5.40% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,554 | $1,941-19.9% | $2,485-37.5% | $2,078-25.2% |
| Participant deferral / active EE | $2,310 | $3,688-37.4% | $3,852-40.0% | $3,356-31.2% |
| Admin fee / account holder | $76 | $116-34.2% | $6,675-98.9% | $115-33.8% |