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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 | $50,919+45.1% | $155,556-52.5% | $77,762-5.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 11.82% | 34.84%-23.0pp | 64.84%-53.0pp | 31.27%-19.5pp |
| Employer contribution / active EE | $3,423 | $1,991+71.9% | $4,675-26.8% | $2,728+25.5% |
| Participant deferral / active EE | $6,450 | $2,824+128.4% | $5,631+14.6% | $4,651+38.7% |
| Admin fee / account holder | $243 | $437-44.3% | $15,885-98.5% | $433-43.8% |