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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,775 | $51,166-77.0% | $70,544-83.3% | $71,511-83.5% |
| Participation rate | 81.7% | 59.4%+22.3pp | 68.4%+13.3pp | 67.9%+13.8pp |
| Annual return | 21.79% | 42.71%-20.9pp | 32.79%-11.0pp | 28.86%-7.1pp |
| Employer contribution / active EE | $1,316 | $1,793-26.6% | $2,976-55.8% | $2,589-49.2% |
| Participant deferral / active EE | $1,994 | $3,031-34.2% | $4,568-56.3% | $4,291-53.5% |
| Admin fee / account holder | $0 | $2,000-100.0% | $6,427-100.0% | $1,588-100.0% |