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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,725 |
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 | $39,935 | $75,183-46.9% | $123,894-67.8% | $55,167-27.6% |
| Participation rate | 25.2% | 72.8%-47.7pp | 81.4%-56.2pp | 69.0%-43.8pp |
| Annual return | 9.33% | 19.01%-9.7pp | 47.52%-38.2pp | 169.23%-159.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,984 | $5,084-41.3% | $5,984-50.1% | $3,054-2.3% |
| Admin fee / account holder | $25 | $663-96.2% | $8,357-99.7% | $504-95.0% |