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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,019 | $100,801-51.4% | $149,730-67.3% | $73,412-33.2% |
| Participation rate | 88.1% | 77.7%+10.4pp | 82.5%+5.6pp | 72.2%+15.9pp |
| Annual return | 22.53% | 265.34%-242.8pp | 276.70%-254.2pp | 59.30%-36.8pp |
| Employer contribution / active EE | $2,018 | $3,312-39.1% | $4,645-56.6% | $2,234-9.7% |
| Participant deferral / active EE | $10,623 | $6,404+65.9% | $6,843+55.3% | $3,806+179.1% |
| Admin fee / account holder | $4 | $181-97.6% | $9,310-100.0% | $158-97.2% |