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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,801 | $52,122+45.4% | $104,301-27.3% | $64,819+16.9% |
| Participation rate | 23.5% | 56.0%-32.6pp | 73.3%-49.8pp | 71.5%-48.0pp |
| Annual return | -17.78% | 13.26%-31.0pp | 24.61%-42.4pp | 32.84%-50.6pp |
| Employer contribution / active EE | $480 | $1,627-70.5% | $3,373-85.8% | $2,507-80.9% |
| Participant deferral / active EE | $1,208 | $2,823-57.2% | $4,626-73.9% | $4,311-72.0% |
| Admin fee / account holder | $22 | $155-86.1% | $7,340-99.7% | $188-88.5% |