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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,992 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,175 | $60,165-66.5% | $74,184-72.8% | $55,167-63.4% |
| Participation rate | 80.6% | 74.2%+6.5pp | 76.6%+4.0pp | 69.0%+11.6pp |
| Annual return | 5.64% | 10.00%-4.4pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,208 | $2,973-59.3% | $3,550-66.0% | $3,054-60.4% |
| Admin fee / account holder | $16 | $419-96.1% | $5,586-99.7% | $504-96.7% |