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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,708 | $66,124-11.2% | $90,440-35.1% | $73,493-20.1% |
| Participation rate | 58.8% | 69.7%-10.9pp | 72.7%-13.9pp | 70.7%-11.9pp |
| Annual return | 9.57% | 17.65%-8.1pp | 1294.38%-1284.8pp | 28.51%-18.9pp |
| Employer contribution / active EE | $926 | $2,346-60.5% | $3,263-71.6% | $2,270-59.2% |
| Participant deferral / active EE | $2,531 | $3,039-16.7% | $3,964-36.1% | $3,740-32.3% |
| Admin fee / account holder | $152 | $396-61.6% | $5,615-97.3% | $513-70.3% |