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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,925 |
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 | $171,477 | $81,537+110.3% | $149,721+14.5% | $69,631+146.3% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.1%+7.0pp | 70.7%+23.4pp |
| Annual return | 20.52% | 22.79%-2.3pp | 1501.67%-1481.2pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $3,727 | $3,239+15.1% | $5,444-31.5% | $2,032+83.4% |
| Participant deferral / active EE | $10,451 | $4,994+109.3% | $6,568+59.1% | $3,224+224.2% |
| Admin fee / account holder | -$0 | $107-100.1% | $11,282-100.0% | $110-100.1% |