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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
INFINEX INVESTMENTS INC3+ years Service code 61 538 PRESTON AVE · MERIDEN, CT 06450 | Finders' fees / placement fees | $0 |
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 | $48,077 | $58,726-18.1% | $92,240-47.9% | $62,293-22.8% |
| Participation rate | 83.3% | 68.3%+14.9pp | 76.5%+6.8pp | 69.5%+13.7pp |
| Annual return | 19.23% | 43.62%-24.4pp | 176.29%-157.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $341 | $2,392-85.7% | $3,680-90.7% | $2,042-83.3% |
| Participant deferral / active EE | $2,844 | $2,766+2.8% | $3,897-27.0% | $3,169-10.3% |
| Admin fee / account holder | $1 | $556-99.8% | $5,194-100.0% | $479-99.8% |