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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $17,679 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,439 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,606 | $73,638-29.9% | $95,960-46.2% | $73,493-29.8% |
| Participation rate | 84.1% | 76.2%+7.9pp | 77.1%+7.0pp | 70.7%+13.4pp |
| Annual return | 14.46% | 16.78%-2.3pp | 91.63%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $480 | $1,863-74.2% | $2,541-81.1% | $2,270-78.9% |
| Participant deferral / active EE | $2,484 | $3,617-31.3% | $4,167-40.4% | $3,740-33.6% |
| Admin fee / account holder | $92 | $482-80.9% | $6,797-98.6% | $513-82.1% |