Filed February 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $575 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,470 | $23,119-7.1% | $71,086-69.8% | $75,289-71.5% |
| Participation rate | 17.1% | 36.3%-19.2pp | 54.7%-37.5pp | 72.4%-55.3pp |
| Annual return | -7.16% | -3.32%-3.8pp | 650.59%-657.7pp | -0.04%-7.1pp |
| Employer contribution / active EE | $77 | $399-80.7% | $1,088-92.9% | $2,405-96.8% |
| Participant deferral / active EE | $620 | $960-35.4% | $1,874-66.9% | $3,739-83.4% |
| Admin fee / account holder | $1 | $89-98.5% | $3,082-100.0% | $102-98.7% |