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 | $28,225 |
Annual investment return 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 | $32,704 | $47,180-30.7% | $149,723-78.2% | $74,473-56.1% |
| Participation rate | 93.6% | 63.4%+30.2pp | 78.8%+14.8pp | 70.7%+22.8pp |
| Annual return | 10.83% | 22.75%-11.9pp | 134.50%-123.7pp | 34.36%-23.5pp |
| Employer contribution / active EE | $2,328 | $1,907+22.1% | $4,821-51.7% | $2,638-11.8% |
| Participant deferral / active EE | $3,395 | $2,730+24.4% | $5,682-40.2% | $4,530-25.0% |
| Admin fee / account holder | $65 | $343-81.1% | $13,215-99.5% | $347-81.3% |