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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,449 | $70,002-55.1% | $115,038-72.7% | $52,331-39.9% |
| Participation rate | 24.1% | 72.1%-48.0pp | 81.4%-57.3pp | 68.1%-44.0pp |
| Annual return | 12.76% | 4.04%+8.7pp | 26.14%-13.4pp | 4.54%+8.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,509 | $4,920-49.0% | $6,026-58.4% | $3,022-17.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |