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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,955 |
CADARET GRANT & CO INC3 years Service code 49 · EIN 22-2361254 | Other Services | $38,685 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093 | Contract Administrator | $16,513 |
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 | $73,903 | $50,860+45.3% | $155,574-52.5% | $77,714-4.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 11.82% | 34.86%-23.0pp | 64.87%-53.0pp | 31.26%-19.4pp |
| Employer contribution / active EE | $3,423 | $1,991+72.0% | $4,676-26.8% | $2,727+25.5% |
| Participant deferral / active EE | $6,450 | $2,825+128.3% | $5,629+14.6% | $4,649+38.7% |
| Admin fee / account holder | $243 | $436-44.2% | $15,914-98.5% | $433-43.8% |