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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
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 | $127,504 | $76,112+67.5% | $96,544+32.1% | $71,529+78.3% |
| Participation rate | 92.4% | 74.4%+18.0pp | 76.0%+16.4pp | 67.9%+24.4pp |
| Annual return | 16.40% | 22.80%-6.4pp | 25.88%-9.5pp | 28.97%-12.6pp |
| Employer contribution / active EE | $3,412 | $2,248+51.8% | $2,966+15.0% | $2,590+31.7% |
| Participant deferral / active EE | $4,972 | $4,217+17.9% | $4,851+2.5% | $4,291+15.9% |
| Admin fee / account holder | $1 | $2,708-100.0% | $8,254-100.0% | $1,588-99.9% |