| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $465,543 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,329 | $90,672-4.8% | $125,401-31.2% | $89,433-3.5% |
| Participation rate | 100.0% | 72.3%+27.7pp | 82.4%+17.6pp | 71.3%+28.7pp |
| Annual return | -19.00% | -6.42%-12.6pp | 572.53%-591.5pp | -11.88%-7.1pp |
| Employer contribution / active EE | $4,315 | $3,032+42.3% | $4,816-10.4% | $3,021+42.8% |
| Participant deferral / active EE | $13,230 | $7,210+83.5% | $7,448+77.6% | $5,125+158.2% |
| Admin fee / account holder | $23 | $69-66.8% | $10,008-99.8% | $79-71.2% |