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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,944 | $65,378-3.7% | $87,103-27.7% | $65,186-3.4% |
| Participation rate | 65.0% | 75.3%-10.3pp | 76.9%-11.8pp | 70.2%-5.2pp |
| Annual return | 22.40% | 31.28%-8.9pp | 28.19%-5.8pp | 29.39%-7.0pp |
| Employer contribution / active EE | $1,791 | $1,823-1.7% | $2,521-29.0% | $2,177-17.7% |
| Participant deferral / active EE | $3,441 | $3,389+1.5% | $4,049-15.0% | $3,514-2.1% |
| Admin fee / account holder | $9 | $520-98.3% | $7,491-99.9% | $847-99.0% |