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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,221,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $57,699 | $128,169-55.0% | $147,117-60.8% | $106,553-45.8% |
| Participation rate | 66.7% | 67.3%-0.6pp | 82.2%-15.5pp | 69.8%-3.1pp |
| Annual return | 18.62% | 17.88%+0.7pp | 420.54%-401.9pp | 17.37%+1.2pp |
| Employer contribution / active EE | $2,245 | $3,374-33.5% | $4,932-54.5% | $3,359-33.2% |
| Participant deferral / active EE | $8,167 | $7,665+6.5% | $8,065+1.3% | $5,562+46.8% |
| Admin fee / account holder | -$64 | $88-172.5% | $12,993-100.5% | $80-180.1% |