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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,781 |
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 | $39,976 | $155,795-74.3% | $136,298-70.7% | $69,631-42.6% |
| Participation rate | 77.6% | 75.2%+2.4pp | 81.9%-4.3pp | 70.7%+6.9pp |
| Annual return | 19.74% | 232464.33%-232444.6pp | 5156.27%-5136.5pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $881 | $2,991-70.6% | $4,696-81.2% | $2,032-56.7% |
| Participant deferral / active EE | $3,594 | $5,394-33.4% | $6,247-42.5% | $3,224+11.5% |
| Admin fee / account holder | $18 | $128-85.7% | $9,244-99.8% | $110-83.4% |