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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,417 | $52,639+7.2% | $185,117-69.5% | $62,293-9.4% |
| Participation rate | 28.9% | 63.9%-35.0pp | 77.3%-48.4pp | 69.5%-40.6pp |
| Annual return | 17.61% | 19.57%-2.0pp | 40.50%-22.9pp | 28.90%-11.3pp |
| Employer contribution / active EE | $145 | $1,483-90.2% | $4,182-96.5% | $2,042-92.9% |
| Participant deferral / active EE | $1,317 | $3,097-57.5% | $5,045-73.9% | $3,169-58.4% |
| Admin fee / account holder | $35 | $374-90.5% | $8,159-99.6% | $479-92.6% |