Filed October 10, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$90,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,926 | $134,045-55.3% | $80,022-25.1% | $75,289-20.4% |
| Participation rate | 51.4% | 85.8%-34.3pp | 75.8%-24.4pp | 72.4%-21.0pp |
| Annual return | -6.06% | -0.56%-5.5pp | 11.22%-17.3pp | -0.04%-6.0pp |
| Employer contribution / active EE | $1,003 | $3,492-71.3% | $2,468-59.4% | $2,405-58.3% |
| Participant deferral / active EE | $3,269 | $4,976-34.3% | $3,686-11.3% | $3,739-12.6% |
| Admin fee / account holder | $128 | $124+3.5% | $6,521-98.0% | $102+25.3% |