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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,786 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,410 | $99,168-30.0% | $96,534-28.1% | $74,460-6.8% |
| Participation rate | 92.6% | 80.7%+11.9pp | 76.0%+16.6pp | 70.7%+21.8pp |
| Annual return | 24.23% | 22.40%+1.8pp | 25.88%-1.6pp | 34.38%-10.1pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $16,014 | $4,936+224.4% | $4,851+230.1% | $4,530+253.5% |
| Admin fee / account holder | $18 | $225-91.9% | $8,253-99.8% | $348-94.8% |