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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,024 | $53,216-75.5% | $155,534-91.6% | $199,960-93.5% |
| Participation rate | 44.1% | 64.1%-20.0pp | 78.2%-34.1pp | 72.0%-27.9pp |
| Annual return | 23.67% | 41.18%-17.5pp | 64.92%-41.2pp | 34.28%-10.6pp |
| Employer contribution / active EE | $111 | $1,848-94.0% | $4,675-97.6% | $3,036-96.4% |
| Participant deferral / active EE | $778 | $3,164-75.4% | $5,630-86.2% | $5,087-84.7% |
| Admin fee / account holder | $4 | $186-97.7% | $15,900-100.0% | $269-98.4% |