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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,233 |
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 | $20,946 | $69,305-69.8% | $82,312-74.6% | $69,631-69.9% |
| Participation rate | 83.7% | 80.3%+3.5pp | 76.9%+6.8pp | 70.7%+13.0pp |
| Annual return | 17.31% | 21.47%-4.2pp | 25.88%-8.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,208 | $3,568-66.2% | $3,706-67.4% | $3,224-62.5% |
| Admin fee / account holder | $15 | $97-84.8% | $5,608-99.7% | $110-86.6% |