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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $725 |
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 | $130,979 | $76,112+72.1% | $96,544+35.7% | $71,529+83.1% |
| Participation rate | 85.9% | 74.4%+11.5pp | 76.0%+9.9pp | 67.9%+18.0pp |
| Annual return | 17.72% | 22.80%-5.1pp | 25.88%-8.2pp | 28.97%-11.3pp |
| Employer contribution / active EE | $7,397 | $2,248+229.0% | $2,966+149.4% | $2,590+185.6% |
| Participant deferral / active EE | $5,861 | $4,217+39.0% | $4,851+20.8% | $4,291+36.6% |
| Admin fee / account holder | $4 | $2,708-99.9% | $8,254-100.0% | $1,588-99.8% |