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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $287 |
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 | $81,893 | $37,196+120.2% | $154,111-46.9% | $55,725+47.0% |
| Participation rate | 56.5% | 64.1%-7.6pp | 83.0%-26.5pp | 70.9%-14.3pp |
| Annual return | -6.01% | 1319.68%-1325.7pp | 735.18%-741.2pp | 244.93%-250.9pp |
| Employer contribution / active EE | $6,271 | $1,614+288.5% | $5,298+18.4% | $2,078+201.7% |
| Participant deferral / active EE | $5,138 | $2,068+148.4% | $5,081+1.1% | $3,356+53.1% |
| Admin fee / account holder | $1 | $102-99.2% | $13,411-100.0% | $115-99.3% |