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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,513 | $50,902-83.3% | $155,534-94.5% | $77,736-89.0% |
| Participation rate | 85.4% | 63.1%+22.3pp | 78.2%+7.2pp | 70.6%+14.8pp |
| Annual return | 11.83% | 34.85%-23.0pp | 64.92%-53.1pp | 31.26%-19.4pp |
| Employer contribution / active EE | $411 | $1,991-79.3% | $4,675-91.2% | $2,728-84.9% |
| Participant deferral / active EE | $2,773 | $2,824-1.8% | $5,630-50.7% | $4,651-40.4% |
| Admin fee / account holder | $43 | $437-90.3% | $15,900-99.7% | $433-90.2% |