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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 93-0987232 | Other Commissions | $16,680 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $400 |
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 | $48,039 | $64,909-26.0% | $82,312-41.6% | $62,293-22.9% |
| Participation rate | 82.5% | 74.9%+7.6pp | 76.9%+5.6pp | 69.5%+13.0pp |
| Annual return | 19.68% | 21.18%-1.5pp | 25.88%-6.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $555 | $1,676-66.9% | $2,428-77.1% | $2,042-72.8% |
| Participant deferral / active EE | $2,795 | $3,103-9.9% | $3,706-24.6% | $3,169-11.8% |
| Admin fee / account holder | $2 | $440-99.5% | $5,608-100.0% | $479-99.6% |