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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,993 |
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 | $45,376 | $76,371-40.6% | $93,621-51.5% | $72,976-37.8% |
| Participation rate | 94.4% | 71.8%+22.6pp | 75.8%+18.5pp | 69.5%+24.9pp |
| Annual return | 22.65% | 25.82%-3.2pp | 32.76%-10.1pp | 81.02%-58.4pp |
| Employer contribution / active EE | $421 | $2,276-81.5% | $2,719-84.5% | $2,440-82.7% |
| Participant deferral / active EE | $3,327 | $3,538-6.0% | $4,070-18.2% | $3,608-7.8% |
| Admin fee / account holder | $43 | $6,839-99.4% | $7,890-99.5% | $5,124-99.2% |