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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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).
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 | $19,844 | $58,344-66.0% | $98,483-79.9% | $86,821-77.1% |
| Participation rate | 80.2% | 68.4%+11.8pp | 73.3%+6.8pp | 72.3%+7.9pp |
| Annual return | 26.82% | 43.47%-16.7pp | 1494.38%-1467.6pp | 97.94%-71.1pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,486 | $3,156-21.2% | $4,276-41.9% | $4,132-39.8% |
| Admin fee / account holder | $1 | $138-99.5% | $5,953-100.0% | $170-99.6% |