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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,884 |
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 | $63,643 | $73,404-13.3% | $87,104-26.9% | $67,579-5.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 21.23% | 48.29%-27.1pp | 28.19%-7.0pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,790 | $2,014-11.1% | $2,521-29.0% | $2,148-16.7% |
| Participant deferral / active EE | $5,292 | $3,913+35.3% | $4,048+30.7% | $3,539+49.5% |
| Admin fee / account holder | $26 | $142-82.0% | $7,491-99.7% | $142-82.0% |