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 | $1,100 |
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 | $14,320 | $25,165-43.1% | $73,550-80.5% | $77,958-81.6% |
| Participation rate | 17.1% | 36.6%-19.5pp | 54.9%-37.8pp | 71.6%-54.5pp |
| Annual return | 30.76% | 18.12%+12.6pp | -15.16%+45.9pp | 20.87%+9.9pp |
| Employer contribution / active EE | $91 | $395-77.1% | $1,219-92.6% | $2,310-96.1% |
| Participant deferral / active EE | $574 | $898-36.1% | $1,804-68.2% | $3,537-83.8% |
| Admin fee / account holder | $1 | $76-98.3% | $2,320-99.9% | $97-98.7% |