| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $447,701 |
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 | $108,632 | $107,662+0.9% | $159,495-31.9% | $106,520+2.0% |
| Participation rate | 99.6% | 69.4%+30.2pp | 82.8%+16.7pp | 71.3%+28.2pp |
| Annual return | 16.91% | 22.17%-5.3pp | 263.72%-246.8pp | 19.28%-2.4pp |
| Employer contribution / active EE | $3,488 | $2,741+27.2% | $4,831-27.8% | $2,840+22.8% |
| Participant deferral / active EE | $12,687 | $6,799+86.6% | $7,354+72.5% | $4,948+156.4% |
| Admin fee / account holder | $25 | $69-63.5% | $10,804-99.8% | $75-66.4% |