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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,473 | $58,828+101.4% | $78,002+51.9% | $62,881+88.4% |
| Participation rate | 94.2% | 71.1%+23.1pp | 75.5%+18.7pp | 69.3%+24.9pp |
| Annual return | 4.42% | 17.16%-12.7pp | 425.99%-421.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,030 | $1,672+21.4% | $2,470-17.8% | $2,281-11.0% |
| Participant deferral / active EE | $5,143 | $2,686+91.5% | $3,497+47.1% | $3,203+60.6% |
| Admin fee / account holder | $3 | $4,393-99.9% | $5,481-100.0% | $4,296-99.9% |