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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $200,417 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,216 | $39,973-44.4% | $79,550-72.1% | $77,904-71.5% |
| Participation rate | 92.0% | 64.6%+27.4pp | 69.5%+22.5pp | 73.7%+18.3pp |
| Annual return | -19.28% | 3.42%-22.7pp | 0.16%-19.4pp | 12.21%-31.5pp |
| Employer contribution / active EE | $442 | $1,088-59.4% | $2,413-81.7% | $2,848-84.5% |
| Participant deferral / active EE | $2,849 | $2,774+2.7% | $3,985-28.5% | $4,806-40.7% |
| Admin fee / account holder | $94 | $113-16.8% | $6,832-98.6% | $133-29.1% |