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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 59-2937883 | Other Commissions | $27,245 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $650 |
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 | $26,125 | $75,388-65.3% | $123,553-78.9% | $55,725-53.1% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.3%+14.5pp | 70.9%+26.0pp |
| Annual return | 6.29% | 4.48%+1.8pp | 119.21%-112.9pp | 244.93%-238.6pp |
| Employer contribution / active EE | $2,552 | $3,063-16.7% | $4,628-44.9% | $2,078+22.8% |
| Participant deferral / active EE | $7,690 | $5,651+36.1% | $6,426+19.7% | $3,356+129.2% |
| Admin fee / account holder | $1 | $120-98.9% | $9,284-100.0% | $115-98.9% |