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 | $650 |
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 | $13,009 | $22,291-41.6% | $69,182-81.2% | $63,975-79.7% |
| Participation rate | 14.9% | 35.3%-20.3pp | 55.1%-40.2pp | 71.1%-56.2pp |
| Annual return | 11.90% | 9.30%+2.6pp | -21.93%+33.8pp | 48.65%-36.8pp |
| Employer contribution / active EE | $74 | $325-77.3% | $1,206-93.9% | $2,182-96.6% |
| Participant deferral / active EE | $514 | $808-36.3% | $1,897-72.9% | $3,356-84.7% |
| Admin fee / account holder | $1 | $73-98.5% | $2,697-100.0% | $70-98.5% |