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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,191 | $108,617-65.8% | $108,421-65.7% | $93,010-60.0% |
| Participation rate | 89.1% | 83.1%+5.9pp | 80.1%+8.9pp | 73.9%+15.2pp |
| Annual return | 40.15% | 21.63%+18.5pp | 905.61%-865.5pp | 158.70%-118.6pp |
| Employer contribution / active EE | $0 | $3,249-100.0% | $3,560-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $10,338 | $7,885+31.1% | $6,564+57.5% | $4,561+126.7% |
| Admin fee / account holder | $2 | $94-97.8% | $7,298-100.0% | $152-98.7% |