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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,893 | $57,096-42.4% | $94,228-65.1% | $55,191-40.4% |
| Participation rate | 70.8% | 75.7%-4.8pp | 78.8%-7.9pp | 69.2%+1.7pp |
| Annual return | 1.81% | 159.65%-157.8pp | 10.68%-8.9pp | 10.78%-9.0pp |
| Employer contribution / active EE | $827 | $1,708-51.6% | $3,587-77.0% | $1,899-56.5% |
| Participant deferral / active EE | $2,687 | $3,165-15.1% | $4,320-37.8% | $3,046-11.8% |
| Admin fee / account holder | $148 | $89+65.3% | $6,269-97.6% | $91+62.5% |