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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $119,204 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $87,054 | $65,292+33.3% | $80,977+7.5% | $65,292+33.3% |
| Participation rate | 84.1% | 72.4%+11.7pp | 75.8%+8.3pp | 72.4%+11.7pp |
| Annual return | 6.06% | 11.84%-5.8pp | 17.11%-11.0pp | 11.84%-5.8pp |
| Employer contribution / active EE | $3,007 | $2,302+30.6% | $3,715-19.1% | $2,302+30.6% |
| Participant deferral / active EE | $7,041 | $3,579+96.8% | $5,696+23.6% | $3,579+96.8% |
| Admin fee / account holder | $198 | $57+244.9% | $5,517-96.4% | $57+244.9% |