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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,909 | $70,002-81.6% | $115,038-88.8% | $52,331-75.3% |
| Participation rate | 88.2% | 72.1%+16.1pp | 81.4%+6.8pp | 68.1%+20.1pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $985 | $2,715-63.7% | $4,608-78.6% | $1,882-47.7% |
| Participant deferral / active EE | $5,846 | $4,920+18.8% | $6,026-3.0% | $3,022+93.4% |
| Admin fee / account holder | $9 | $566-98.5% | $8,175-99.9% | $592-98.6% |