| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $287,490 |
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 | $40,963 | $79,558-48.5% | $115,038-64.4% | $67,505-39.3% |
| Participation rate | 94.5% | 74.3%+20.2pp | 81.4%+13.1pp | 71.2%+23.3pp |
| Annual return | -0.28% | 4.65%-4.9pp | 26.14%-26.4pp | 6.52%-6.8pp |
| Employer contribution / active EE | $1,987 | $2,529-21.4% | $4,608-56.9% | $2,173-8.5% |
| Participant deferral / active EE | $7,320 | $5,510+32.8% | $6,026+21.5% | $3,597+103.5% |
| Admin fee / account holder | $23 | $60-61.4% | $8,175-99.7% | $56-58.9% |