| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $292,351 |
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 | $104,750 | $106,994-2.1% | $135,998-23.0% | $96,393+8.7% |
| Participation rate | 99.4% | 72.5%+26.9pp | 81.9%+17.5pp | 71.3%+28.2pp |
| Annual return | 21.51% | 26.64%-5.1pp | 68.37%-46.9pp | 22.88%-1.4pp |
| Employer contribution / active EE | $4,260 | $3,391+25.6% | $4,860-12.3% | $3,239+31.6% |
| Participant deferral / active EE | $13,988 | $7,968+75.6% | $7,761+80.2% | $5,455+156.4% |
| Admin fee / account holder | $13 | $79-83.3% | $10,769-99.9% | $74-82.1% |