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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $48,418 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,226 | $67,512-1.9% | $185,851-64.4% | $93,010-28.8% |
| Participation rate | 28.3% | 67.1%-38.8pp | 81.7%-53.4pp | 73.9%-45.6pp |
| Annual return | 15.51% | 21.04%-5.5pp | 122.11%-106.6pp | 158.70%-143.2pp |
| Employer contribution / active EE | $170 | $1,783-90.4% | $5,168-96.7% | $2,705-93.7% |
| Participant deferral / active EE | $1,588 | $3,035-47.7% | $5,569-71.5% | $4,561-65.2% |
| Admin fee / account holder | $163 | $318-48.6% | $16,245-99.0% | $152+7.7% |