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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,889 |
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 | $89,384 | $58,292+53.3% | $86,640+3.2% | $71,511+25.0% |
| Participation rate | 99.1% | 65.0%+34.1pp | 71.7%+27.4pp | 67.9%+31.2pp |
| Annual return | 21.08% | 21.63%-0.6pp | 592.52%-571.4pp | 28.86%-7.8pp |
| Employer contribution / active EE | $10,931 | $2,574+324.7% | $3,024+261.4% | $2,589+322.2% |
| Participant deferral / active EE | $9,509 | $3,438+176.6% | $4,438+114.3% | $4,291+121.6% |
| Admin fee / account holder | $67 | $1,057-93.7% | $5,616-98.8% | $1,588-95.8% |