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 | $8,054 |
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 | $32,777 | $46,332-29.3% | $143,797-77.2% | $64,824-49.4% |
| Participation rate | 89.1% | 64.2%+24.9pp | 80.3%+8.8pp | 71.5%+17.7pp |
| Annual return | -15.46% | -10.05%-5.4pp | -0.04%-15.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $1,984 | $1,911+3.8% | $4,952-59.9% | $2,507-20.9% |
| Participant deferral / active EE | $3,448 | $2,647+30.2% | $5,638-38.8% | $4,311-20.0% |
| Admin fee / account holder | $20 | $154-86.8% | $14,679-99.9% | $188-89.2% |