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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 93-0987232 | Other Commissions | $13,904 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $425 |
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 | $42,013 | $60,165-30.2% | $74,184-43.4% | $55,167-23.8% |
| Participation rate | 80.6% | 74.2%+6.5pp | 76.6%+4.0pp | 69.0%+11.6pp |
| Annual return | 6.13% | 10.00%-3.9pp | 17.74%-11.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $471 | $1,600-70.5% | $2,370-80.1% | $1,963-76.0% |
| Participant deferral / active EE | $2,252 | $2,973-24.2% | $3,550-36.6% | $3,054-26.3% |
| Admin fee / account holder | $2 | $419-99.5% | $5,586-100.0% | $504-99.6% |