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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,673 |
Participant 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.
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 | $50,464 | $71,872-29.8% | $86,691-41.8% | $68,495-26.3% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -18.10% | 3.53%-21.6pp | 35.94%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,617 | $2,173+20.4% | $2,837-7.8% | $2,596+0.8% |
| Participant deferral / active EE | $1,720 | $3,779-54.5% | $4,656-63.1% | $4,028-57.3% |
| Admin fee / account holder | $66 | $6,112-98.9% | $7,492-99.1% | $5,403-98.8% |