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 | $21,508 |
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 | $14,300 | $23,119-38.1% | $71,086-79.9% | $75,289-81.0% |
| Participation rate | 18.5% | 36.3%-17.9pp | 54.7%-36.2pp | 72.4%-54.0pp |
| Annual return | 2.47% | -3.32%+5.8pp | 650.59%-648.1pp | -0.04%+2.5pp |
| Employer contribution / active EE | $84 | $399-78.9% | $1,088-92.3% | $2,405-96.5% |
| Participant deferral / active EE | $696 | $960-27.6% | $1,874-62.9% | $3,739-81.4% |
| Admin fee / account holder | $21 | $89-76.7% | $3,082-99.3% | $102-79.6% |