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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,889 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,027 | $80,177-57.6% | $123,894-72.5% | $57,658-41.0% |
| Participation rate | 90.7% | 74.4%+16.2pp | 81.4%+9.3pp | 70.2%+20.5pp |
| Annual return | 10.15% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+5.0pp |
| Employer contribution / active EE | $1,053 | $2,913-63.8% | $4,617-77.2% | $1,974-46.6% |
| Participant deferral / active EE | $4,188 | $5,130-18.4% | $5,984-30.0% | $3,061+36.8% |
| Admin fee / account holder | $18 | $106-83.4% | $8,357-99.8% | $95-81.3% |