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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,085 | $88,122-59.1% | $141,191-74.4% | $67,579-46.6% |
| Participation rate | 93.2% | 76.5%+16.7pp | 82.5%+10.7pp | 71.3%+21.9pp |
| Annual return | 35.57% | 75.40%-39.8pp | 71.41%-35.8pp | 378.56%-343.0pp |
| Employer contribution / active EE | $858 | $3,224-73.4% | $4,736-81.9% | $2,148-60.1% |
| Participant deferral / active EE | $9,232 | $5,958+55.0% | $6,710+37.6% | $3,539+160.9% |
| Admin fee / account holder | $74 | $131-43.3% | $10,264-99.3% | $142-47.8% |