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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,050 |
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 | $17,877 | $36,916-51.6% | $156,551-88.6% | $57,658-69.0% |
| Participation rate | 82.2% | 63.4%+18.7pp | 84.0%-1.9pp | 70.2%+11.9pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,017 | $1,926+4.7% | $4,871-58.6% | $3,061-34.1% |
| Admin fee / account holder | $62 | $82-24.7% | $13,028-99.5% | $95-34.3% |