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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Employer contribution per participant 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.
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 | $7,527 | $39,286-80.8% | $80,741-90.7% | $79,391-90.5% |
| Participation rate | 86.4% | 41.0%+45.4pp | 54.2%+32.2pp | 70.7%+15.7pp |
| Annual return | 11.64% | 98.95%-87.3pp | 87.30%-75.7pp | 116.88%-105.2pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $890 | $1,264-29.6% | $2,145-58.5% | $4,046-78.0% |
| Admin fee / account holder | $16 | $647-97.5% | $3,380-99.5% | $627-97.5% |