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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,317 |
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 | $79,166 | $79,519-0.4% | $95,964-17.5% | $73,412+7.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 13.79% | 19.20%-5.4pp | 91.64%-77.9pp | 59.30%-45.5pp |
| Employer contribution / active EE | $1,397 | $2,048-31.8% | $2,541-45.0% | $2,234-37.5% |
| Participant deferral / active EE | $5,628 | $4,138+36.0% | $4,167+35.1% | $3,806+47.9% |
| Admin fee / account holder | $34 | $184-81.4% | $6,797-99.5% | $158-78.3% |