Filed November 3, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $600 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,376 | $98,982+1.4% | $162,163-38.1% | $65,185+54.0% |
| Participation rate | 88.9% | 85.8%+3.2pp | 87.6%+1.4pp | 70.2%+18.7pp |
| Annual return | 23.58% | 24.84%-1.3pp | 115.59%-92.0pp | 29.38%-5.8pp |
| Employer contribution / active EE | $5,748 | $3,467+65.8% | $5,614+2.4% | $2,177+164.1% |
| Participant deferral / active EE | $4,462 | $5,384-17.1% | $7,298-38.9% | $3,514+27.0% |
| Admin fee / account holder | $3 | $596-99.6% | $10,843-100.0% | $847-99.7% |