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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,385 |
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 | $58,635 | $107,415-45.4% | $135,942-56.9% | $80,149-26.8% |
| Participation rate | 90.7% | 78.0%+12.7pp | 81.9%+8.8pp | 72.9%+17.7pp |
| Annual return | 37.12% | 91.99%-54.9pp | 68.28%-31.2pp | 40.39%-3.3pp |
| Employer contribution / active EE | $1,393 | $3,878-64.1% | $4,858-71.3% | $2,977-53.2% |
| Participant deferral / active EE | $13,503 | $8,189+64.9% | $7,759+74.0% | $5,015+169.2% |
| Admin fee / account holder | $15 | $127-88.0% | $10,764-99.9% | $145-89.5% |