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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $120 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,004 | $84,493-55.0% | $125,381-69.7% | $66,938-43.2% |
| Participation rate | 85.2% | 76.4%+8.8pp | 82.4%+2.9pp | 69.8%+15.4pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.31%-572.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,454 | $3,554-59.1% | $4,815-69.8% | $2,545-42.9% |
| Participant deferral / active EE | $3,716 | $6,783-45.2% | $7,448-50.1% | $4,238-12.3% |
| Admin fee / account holder | $1 | $685-99.8% | $10,007-100.0% | $594-99.8% |