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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $178,147 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,175 | $110,282-25.5% | $102,438-19.8% | $199,768-58.9% |
| Participation rate | 94.9% | 86.3%+8.7pp | 76.5%+18.5pp | 72.0%+22.9pp |
| Annual return | 15.99% | 35.75%-19.8pp | 29.37%-13.4pp | 34.26%-18.3pp |
| Employer contribution / active EE | $2,101 | $3,603-41.7% | $3,024-30.5% | $3,037-30.8% |
| Participant deferral / active EE | $8,301 | $6,376+30.2% | $5,054+64.3% | $5,090+63.1% |
| Admin fee / account holder | $113 | $122-7.2% | $9,448-98.8% | $269-57.8% |