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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $294,004 |
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 | $76,458 | $122,293-37.5% | $156,181-51.0% | $103,975-26.5% |
| Participation rate | 59.6% | 78.8%-19.2pp | 78.8%-19.2pp | 72.5%-12.9pp |
| Annual return | 18.56% | 21.63%-3.1pp | 64.87%-46.3pp | 19.41%-0.8pp |
| Employer contribution / active EE | $1,574 | $4,569-65.6% | $4,294-63.4% | $3,722-57.7% |
| Participant deferral / active EE | $3,243 | $5,548-41.5% | $6,132-47.1% | $5,343-39.3% |
| Admin fee / account holder | $75 | $125-39.8% | $14,586-99.5% | $332-77.3% |