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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $138,032 |
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 | $34,472 | $74,462-53.7% | $81,982-58.0% | $90,274-61.8% |
| Participation rate | 70.7% | 69.7%+1.0pp | 69.3%+1.4pp | 73.4%-2.6pp |
| Annual return | 20.83% | 17.56%+3.3pp | 41.31%-20.5pp | 53.97%-33.1pp |
| Employer contribution / active EE | $1,584 | $2,334-32.2% | $2,498-36.6% | $2,523-37.2% |
| Participant deferral / active EE | $4,656 | $3,602+29.2% | $3,722+25.1% | $4,231+10.1% |
| Admin fee / account holder | $53 | $98-45.7% | $5,665-99.1% | $114-53.3% |