| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $247,646 |
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 | $47,330 | $86,372-45.2% | $123,894-61.8% | $65,292-27.5% |
| Participation rate | 95.6% | 76.9%+18.7pp | 81.4%+14.2pp | 72.4%+23.2pp |
| Annual return | 8.64% | 11.27%-2.6pp | 47.52%-38.9pp | 11.84%-3.2pp |
| Employer contribution / active EE | $2,338 | $2,838-17.6% | $4,617-49.4% | $2,302+1.6% |
| Participant deferral / active EE | $8,531 | $5,625+51.7% | $5,984+42.6% | $3,579+138.4% |
| Admin fee / account holder | $18 | $53-66.6% | $8,357-99.8% | $57-69.3% |