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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $48,515 | $89,652-45.9% | $141,191-65.6% | $65,185-25.6% |
| Participation rate | 93.0% | 74.7%+18.3pp | 82.5%+10.5pp | 70.2%+22.8pp |
| Annual return | 34.66% | 32.79%+1.9pp | 71.41%-36.7pp | 29.38%+5.3pp |
| Employer contribution / active EE | $2,150 | $3,065-29.9% | $4,736-54.6% | $2,177-1.2% |
| Participant deferral / active EE | $10,701 | $5,691+88.0% | $6,710+59.5% | $3,514+204.5% |
| Admin fee / account holder | $2 | $569-99.6% | $10,264-100.0% | $847-99.7% |