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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,763 |
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 | $284,586 | $99,957+184.7% | $149,745+90.0% | $73,497+287.2% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 15.83% | 53.87%-38.0pp | 276.72%-260.9pp | 28.51%-12.7pp |
| Employer contribution / active EE | $7,648 | $3,191+139.7% | $4,646+64.6% | $2,270+236.9% |
| Participant deferral / active EE | $9,567 | $6,073+57.5% | $6,843+39.8% | $3,740+155.8% |
| Admin fee / account holder | $13 | $551-97.6% | $9,312-99.9% | $513-97.5% |