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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 04-2675571 | Other Commissions | $9,676 |
Service code 55 · EIN 93-0987232 | Other Commissions | $9,428 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
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 | $39,677 | $59,186-33.0% | $76,768-48.3% | $56,287-29.5% |
| Participation rate | 85.0% | 75.2%+9.8pp | 77.0%+8.0pp | 69.9%+15.1pp |
| Annual return | -5.28% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $560 | $1,759-68.2% | $2,485-77.5% | $2,111-73.5% |
| Participant deferral / active EE | $2,712 | $3,255-16.7% | $3,852-29.6% | $3,350-19.0% |
| Admin fee / account holder | $1 | $489-99.9% | $6,675-100.0% | $521-99.9% |