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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $450 |
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 | $72,943 | $66,813+9.2% | $100,530-27.4% | $73,493-0.7% |
| Participation rate | 89.4% | 77.5%+11.9pp | 79.4%+10.0pp | 70.7%+18.7pp |
| Annual return | 20.39% | 25.70%-5.3pp | 30.89%-10.5pp | 28.51%-8.1pp |
| Employer contribution / active EE | $3,725 | $2,147+73.5% | $3,418+9.0% | $2,270+64.1% |
| Participant deferral / active EE | $11,469 | $5,883+95.0% | $6,271+82.9% | $3,740+206.7% |
| Admin fee / account holder | $2 | $512-99.6% | $8,083-100.0% | $513-99.6% |