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 | -$35,732 |
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 | $17,880 | $33,283-46.3% | $77,513-76.9% | $93,223-80.8% |
| Participation rate | 16.7% | 33.8%-17.1pp | 54.2%-37.5pp | 74.9%-58.2pp |
| Annual return | 25.65% | 16.24%+9.4pp | 54.81%-29.2pp | 19.29%+6.4pp |
| Employer contribution / active EE | $70 | $311-77.5% | $987-92.9% | $2,680-97.4% |
| Participant deferral / active EE | $625 | $886-29.5% | $1,861-66.4% | $4,563-86.3% |
| Admin fee / account holder | -$19 | $97-119.9% | $2,859-100.7% | $79-124.3% |