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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,179 |
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 | $33,168 | $79,519-58.3% | $95,964-65.4% | $73,412-54.8% |
| Participation rate | 99.1% | 81.2%+17.9pp | 77.1%+22.0pp | 72.2%+26.9pp |
| Annual return | 18.08% | 19.20%-1.1pp | 91.64%-73.6pp | 59.30%-41.2pp |
| Employer contribution / active EE | $1,776 | $2,048-13.3% | $2,541-30.1% | $2,234-20.5% |
| Participant deferral / active EE | $2,822 | $4,138-31.8% | $4,167-32.3% | $3,806-25.9% |
| Admin fee / account holder | $96 | $184-47.7% | $6,797-98.6% | $158-38.9% |