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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,328 | $54,281-46.0% | $60,547-51.6% | $59,188-50.5% |
| Participation rate | 37.5% | 66.8%-29.3pp | 68.0%-30.4pp | 69.4%-31.9pp |
| Annual return | 13.03% | 1.74%+11.3pp | 335.64%-322.6pp | 5.51%+7.5pp |
| Employer contribution / active EE | $628 | $2,031-69.1% | $2,419-74.0% | $2,098-70.1% |
| Participant deferral / active EE | $2,252 | $2,789-19.2% | $3,328-32.3% | $3,265-31.0% |
| Admin fee / account holder | $27 | $64-57.8% | $4,536-99.4% | $92-70.5% |