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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $91,055 | $60,165+51.3% | $74,184+22.7% | $55,167+65.1% |
| Participation rate | 83.7% | 74.2%+9.6pp | 76.6%+7.1pp | 69.0%+14.8pp |
| Annual return | 5.16% | 10.00%-4.8pp | 17.74%-12.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $3,784 | $1,600+136.5% | $2,370+59.6% | $1,963+92.8% |
| Participant deferral / active EE | $2,988 | $2,973+0.5% | $3,550-15.8% | $3,054-2.2% |
| Admin fee / account holder | $0 | $419-99.9% | $5,586-100.0% | $504-99.9% |