| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $210,925 |
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 | $78,476 | $81,961-4.3% | $141,200-44.4% | $89,609-12.4% |
| Participation rate | 97.5% | 64.9%+32.6pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 27.14% | 36.14%-9.0pp | 71.41%-44.3pp | 33.65%-6.5pp |
| Employer contribution / active EE | $2,733 | $2,268+20.5% | $4,736-42.3% | $2,584+5.8% |
| Participant deferral / active EE | $10,896 | $5,316+105.0% | $6,710+62.4% | $4,222+158.1% |
| Admin fee / account holder | $13 | $68-81.1% | $10,265-99.9% | $72-82.1% |