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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36,312 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,720 | $59,107-93.7% | $86,439-95.7% | $68,495-94.6% |
| Participation rate | 85.4% | 75.2%+10.1pp | 80.3%+5.0pp | 67.9%+17.5pp |
| Annual return | -12.02% | -0.23%-11.8pp | 4395.55%-4407.6pp | -7.84%-4.2pp |
| Employer contribution / active EE | $462 | $2,519-81.6% | $3,769-87.7% | $2,596-82.2% |
| Participant deferral / active EE | $48,453 | $5,901+721.1% | $6,952+597.0% | $4,028+1103.0% |
| Admin fee / account holder | $40 | $5,637-99.3% | $6,732-99.4% | $5,403-99.3% |