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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$92 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,300 | $29,507-85.4% | $56,025-92.3% | $77,762-94.5% |
| Participation rate | 93.9% | 32.7%+61.2pp | 52.5%+41.4pp | 70.6%+23.3pp |
| Annual return | 9.74% | 18.90%-9.2pp | 1712.69%-1702.9pp | 31.27%-21.5pp |
| Employer contribution / active EE | $91 | $570-84.0% | $1,042-91.2% | $2,728-96.7% |
| Participant deferral / active EE | $658 | $1,062-38.0% | $1,955-66.3% | $4,651-85.8% |
| Admin fee / account holder | -$0 | $1,041-100.0% | $2,828-100.0% | $433-100.0% |