Filed February 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,169 | $21,965-12.7% | $59,496-67.8% | $59,188-67.6% |
| Participation rate | 27.3% | 32.6%-5.3pp | 54.6%-27.3pp | 69.4%-42.1pp |
| Annual return | -2.62% | 22.15%-24.8pp | 182.05%-184.7pp | 5.51%-8.1pp |
| Employer contribution / active EE | $102 | $316-67.7% | $1,153-91.1% | $2,098-95.1% |
| Participant deferral / active EE | $727 | $732-0.6% | $1,829-60.3% | $3,265-77.7% |
| Admin fee / account holder | $11 | $74-85.0% | $2,232-99.5% | $92-87.9% |