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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$307,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,788 | $90,195-65.9% | $125,363-75.4% | $89,394-65.6% |
| Participation rate | 63.4% | 72.4%-9.0pp | 82.4%-18.9pp | 71.3%-7.9pp |
| Annual return | -17.06% | -6.51%-10.5pp | 572.15%-589.2pp | -11.89%-5.2pp |
| Employer contribution / active EE | $2,195 | $3,043-27.9% | $4,815-54.4% | $3,022-27.4% |
| Participant deferral / active EE | $6,953 | $7,170-3.0% | $7,447-6.6% | $5,123+35.7% |
| Admin fee / account holder | -$16 | $69-123.7% | $10,005-100.2% | $79-120.7% |