Filed September 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,350 |
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 | $28,731 | $52,293-45.1% | $178,503-83.9% | $73,412-60.9% |
| Participation rate | 95.2% | 65.3%+29.9pp | 81.9%+13.3pp | 72.2%+23.1pp |
| Annual return | 4.05% | 34.75%-30.7pp | 151.12%-147.1pp | 59.30%-55.2pp |
| Employer contribution / active EE | $1,829 | $1,736+5.4% | $5,011-63.5% | $2,234-18.1% |
| Participant deferral / active EE | $3,203 | $2,333+37.3% | $5,202-38.4% | $3,806-15.8% |
| Admin fee / account holder | $3 | $127-97.5% | $13,987-100.0% | $158-98.0% |