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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,568 |
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 | $117,844 | $64,909+81.6% | $82,312+43.2% | $62,293+89.2% |
| Participation rate | 96.0% | 74.9%+21.1pp | 76.9%+19.1pp | 69.5%+26.4pp |
| Annual return | 19.71% | 21.18%-1.5pp | 25.88%-6.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $3,476 | $1,676+107.4% | $2,428+43.1% | $2,042+70.2% |
| Participant deferral / active EE | $7,770 | $3,103+150.4% | $3,706+109.6% | $3,169+145.2% |
| Admin fee / account holder | $105 | $440-76.1% | $5,608-98.1% | $479-78.1% |