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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,697 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,178 | $63,314-44.4% | $91,004-61.3% | $62,293-43.5% |
| Participation rate | 90.4% | 73.3%+17.1pp | 75.6%+14.8pp | 69.5%+20.9pp |
| Annual return | 18.03% | 21.00%-3.0pp | 4.60%+13.4pp | 28.90%-10.9pp |
| Employer contribution / active EE | $355 | $1,807-80.4% | $2,456-85.5% | $2,042-82.6% |
| Participant deferral / active EE | $2,357 | $2,944-19.9% | $3,548-33.6% | $3,169-25.6% |
| Admin fee / account holder | $26 | $468-94.4% | $5,417-99.5% | $479-94.5% |