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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,916 |
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 | $42,323 | $75,284-43.8% | $91,004-53.5% | $69,631-39.2% |
| Participation rate | 71.9% | 80.4%-8.5pp | 75.6%-3.7pp | 70.7%+1.2pp |
| Annual return | 15.85% | 48.40%-32.5pp | 4.60%+11.3pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,291 | $2,473-47.8% | $2,456-47.4% | $2,032-36.4% |
| Participant deferral / active EE | $2,505 | $3,700-32.3% | $3,548-29.4% | $3,224-22.3% |
| Admin fee / account holder | $77 | $111-30.8% | $5,417-98.6% | $110-30.7% |