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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $925 |
Annual investment return 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 | $90,665 | $70,667+28.3% | $123,105-26.4% | $52,331+73.3% |
| Participation rate | 86.0% | 83.7%+2.3pp | 86.8%-0.8pp | 68.1%+17.9pp |
| Annual return | -1.55% | 6.23%-7.8pp | 13.22%-14.8pp | 4.54%-6.1pp |
| Employer contribution / active EE | $2,277 | $2,946-22.7% | $5,151-55.8% | $1,882+21.0% |
| Participant deferral / active EE | $8,935 | $4,493+98.9% | $6,229+43.4% | $3,022+195.6% |
| Admin fee / account holder | $4 | $506-99.2% | $9,014-100.0% | $592-99.3% |