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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $53,990 |
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 | $117,202 | $88,515+32.4% | $162,177-27.7% | $67,579+73.4% |
| Participation rate | 97.1% | 86.8%+10.3pp | 87.6%+9.6pp | 71.3%+25.8pp |
| Annual return | 26.70% | 27.04%-0.3pp | 115.60%-88.9pp | 378.56%-351.9pp |
| Employer contribution / active EE | $3,730 | $3,563+4.7% | $5,613-33.5% | $2,148+73.7% |
| Participant deferral / active EE | $11,737 | $5,724+105.1% | $7,297+60.9% | $3,539+231.6% |
| Admin fee / account holder | $136 | $124+10.2% | $10,843-98.7% | $142-4.2% |