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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $59,365 | $65,820-9.8% | $108,745-45.4% | $57,658+3.0% |
| Participation rate | 22.7% | 72.7%-50.0pp | 77.7%-54.9pp | 70.2%-47.5pp |
| Annual return | 7.64% | 21.32%-13.7pp | 46.22%-38.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $0 | $2,285-100.0% | $3,323-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,713 | $3,578-52.1% | $5,121-66.6% | $3,061-44.0% |
| Admin fee / account holder | $1 | $91-99.2% | $6,144-100.0% | $95-99.2% |