Filed February 26, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $12,362 | $21,965-43.7% | $59,496-79.2% | $59,188-79.1% |
| Participation rate | 15.1% | 32.6%-17.4pp | 54.6%-39.4pp | 69.4%-54.3pp |
| Annual return | -0.10% | 22.15%-22.2pp | 182.05%-182.2pp | 5.51%-5.6pp |
| Employer contribution / active EE | $65 | $316-79.5% | $1,153-94.4% | $2,098-96.9% |
| Participant deferral / active EE | $508 | $732-30.6% | $1,829-72.2% | $3,265-84.4% |
| Admin fee / account holder | $1 | $74-98.8% | $2,232-100.0% | $92-99.1% |