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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,085 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$10,876 |
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 | $44,785 | $65,376-31.5% | $87,102-48.6% | $65,185-31.3% |
| Participation rate | 83.4% | 75.3%+8.1pp | 76.9%+6.6pp | 70.2%+13.2pp |
| Annual return | 19.81% | 31.27%-11.5pp | 28.19%-8.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $527 | $1,822-71.1% | $2,521-79.1% | $2,177-75.8% |
| Participant deferral / active EE | $2,479 | $3,388-26.8% | $4,048-38.8% | $3,514-29.4% |
| Admin fee / account holder | $28 | $520-94.6% | $7,491-99.6% | $847-96.7% |