| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $434,682 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,808 | $97,541-3.8% | $149,751-37.4% | $106,273-11.7% |
| Participation rate | 99.6% | 66.8%+32.7pp | 82.5%+17.1pp | 70.8%+28.8pp |
| Annual return | 19.28% | 24.23%-5.0pp | 276.71%-257.4pp | 21.70%-2.4pp |
| Employer contribution / active EE | $2,763 | $2,504+10.3% | $4,646-40.5% | $2,722+1.5% |
| Participant deferral / active EE | $11,458 | $6,023+90.2% | $6,843+67.4% | $4,601+149.0% |
| Admin fee / account holder | $26 | $72-63.3% | $9,312-99.7% | $78-66.5% |