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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 | Sub-TA Fees | $0 |
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 | $187,438 | $107,415+74.5% | $135,998+37.8% | $80,187+133.8% |
| Participation rate | 99.0% | 78.0%+20.9pp | 81.9%+17.0pp | 72.9%+26.0pp |
| Annual return | 22.48% | 91.99%-69.5pp | 68.37%-45.9pp | 40.40%-17.9pp |
| Employer contribution / active EE | $8,562 | $3,878+120.8% | $4,860+76.2% | $2,980+187.4% |
| Participant deferral / active EE | $15,292 | $8,189+86.7% | $7,761+97.0% | $5,016+204.8% |
| Admin fee / account holder | -$10 | $127-108.1% | $10,769-100.1% | $145-107.1% |