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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$7,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,903 | $91,474+297.8% | $135,982+167.6% | $71,529+408.8% |
| Participation rate | 33.1% | 75.7%-42.6pp | 81.9%-48.9pp | 67.9%-34.9pp |
| Annual return | 31.31% | 29.89%+1.4pp | 68.32%-37.0pp | 28.97%+2.3pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $5,036 | $7,095-29.0% | $7,760-35.1% | $4,291+17.3% |
| Admin fee / account holder | -$74 | $1,267-105.9% | $10,767-100.7% | $1,588-104.7% |