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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,190 | $107,440-6.7% | $105,736-5.2% | $55,725+79.8% |
| Participation rate | 16.3% | 55.5%-39.2pp | 76.3%-60.0pp | 70.9%-54.5pp |
| Annual return | -5.90% | -0.59%-5.3pp | 6.27%-12.2pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $1,448-100.0% | $3,268-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $989 | $2,171-54.5% | $4,080-75.8% | $3,356-70.5% |
| Admin fee / account holder | $40 | $283-86.0% | $6,913-99.4% | $115-65.4% |