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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,357 | $46,732+1.3% | $156,551-69.7% | $55,167-14.2% |
| Participation rate | 54.0% | 65.8%-11.8pp | 84.0%-30.0pp | 69.0%-15.0pp |
| Annual return | -1.96% | 17.72%-19.7pp | 32.23%-34.2pp | 169.23%-171.2pp |
| Employer contribution / active EE | $789 | $2,105-62.5% | $5,501-85.7% | $1,963-59.8% |
| Participant deferral / active EE | $1,781 | $2,204-19.2% | $4,871-63.4% | $3,054-41.7% |
| Admin fee / account holder | $1 | $418-99.8% | $13,028-100.0% | $504-99.8% |