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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,615 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,267 | $45,382-46.5% | $154,111-84.3% | $75,289-67.8% |
| Participation rate | 19.7% | 65.9%-46.2pp | 83.0%-63.4pp | 72.4%-52.8pp |
| Annual return | -7.08% | -0.47%-6.6pp | 735.18%-742.3pp | -0.04%-7.0pp |
| Employer contribution / active EE | $102 | $1,533-93.4% | $5,298-98.1% | $2,405-95.8% |
| Participant deferral / active EE | $634 | $2,384-73.4% | $5,081-87.5% | $3,739-83.0% |
| Admin fee / account holder | $123 | $89+37.5% | $13,411-99.1% | $102+20.1% |