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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $108,375 |
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,833 | $72,303-6.2% | $86,698-21.8% | $64,819+4.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -12.82% | 392.77%-405.6pp | 35.95%-48.8pp | 32.84%-45.7pp |
| Employer contribution / active EE | $1,931 | $2,393-19.3% | $2,837-31.9% | $2,507-23.0% |
| Participant deferral / active EE | $5,642 | $4,660+21.1% | $4,656+21.2% | $4,311+30.9% |
| Admin fee / account holder | $179 | $174+2.8% | $7,493-97.6% | $188-4.8% |