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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,784 |
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 | $57,830 | $69,305-16.6% | $82,312-29.7% | $69,631-16.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 18.04% | 21.47%-3.4pp | 25.88%-7.8pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,854 | $1,887-1.7% | $2,428-23.7% | $2,032-8.8% |
| Participant deferral / active EE | $5,367 | $3,568+50.4% | $3,706+44.8% | $3,224+66.5% |
| Admin fee / account holder | $21 | $97-78.4% | $5,608-99.6% | $110-80.9% |