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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,765 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,945 | $81,208-36.0% | $98,920-47.5% | $79,856-35.0% |
| Participation rate | 92.8% | 72.5%+20.3pp | 76.0%+16.8pp | 69.6%+23.1pp |
| Annual return | 17.27% | 60.99%-43.7pp | 196.47%-179.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $470 | $1,960-76.0% | $2,689-82.5% | $2,471-81.0% |
| Participant deferral / active EE | $3,924 | $3,265+20.2% | $4,245-7.6% | $3,741+4.9% |
| Admin fee / account holder | $39 | $6,013-99.4% | $6,643-99.4% | $5,306-99.3% |