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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,871 |
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 | $19,851 | $168,231-88.2% | $67,834-70.7% | $63,975-69.0% |
| Participation rate | 44.0% | 66.8%-22.9pp | 68.8%-24.8pp | 71.1%-27.2pp |
| Annual return | 17.13% | 11.76%+5.4pp | 138.47%-121.3pp | 48.65%-31.5pp |
| Employer contribution / active EE | $525 | $1,907-72.5% | $2,403-78.1% | $2,182-75.9% |
| Participant deferral / active EE | $1,788 | $2,827-36.7% | $3,160-43.4% | $3,356-46.7% |
| Admin fee / account holder | $11 | $81-86.1% | $4,622-99.8% | $70-84.1% |