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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,312 | $122,063+62.5% | $184,256+7.6% | $74,478+166.3% |
| Participation rate | 74.2% | 85.5%-11.3pp | 86.8%-12.6pp | 67.2%+7.0pp |
| Annual return | 25.74% | 19.92%+5.8pp | 28.85%-3.1pp | 1370.56%-1344.8pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $14,954 | $7,144+109.3% | $9,133+63.7% | $4,350+243.7% |
| Admin fee / account holder | $4 | $1,253-99.7% | $13,899-100.0% | $1,946-99.8% |