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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,987 |
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 | $21,993 | $59,186-62.8% | $76,766-71.4% | $56,287-60.9% |
| Participation rate | 80.3% | 75.2%+5.0pp | 77.0%+3.3pp | 69.9%+10.4pp |
| Annual return | -6.47% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,502 | $3,255-53.8% | $3,851-61.0% | $3,350-55.1% |
| Admin fee / account holder | $24 | $489-95.1% | $6,675-99.6% | $521-95.4% |