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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,251 | $46,173+65.1% | $170,435-55.3% | $69,631+9.5% |
| Participation rate | 60.8% | 63.9%-3.1pp | 83.6%-22.8pp | 70.7%-9.9pp |
| Annual return | 18.98% | 21.62%-2.6pp | 205.94%-187.0pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $5,600 | $1,610+247.9% | $5,432+3.1% | $2,032+175.6% |
| Participant deferral / active EE | $4,893 | $2,080+135.2% | $4,939-0.9% | $3,224+51.8% |
| Admin fee / account holder | $3 | $116-97.8% | $13,881-100.0% | $110-97.7% |