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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $441 |
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 | $109,735 | $62,928+74.4% | $172,752-36.5% | $67,579+62.4% |
| Participation rate | 58.4% | 64.5%-6.1pp | 82.6%-24.3pp | 71.3%-12.9pp |
| Annual return | 27.54% | 30.36%-2.8pp | 802.97%-775.4pp | 378.56%-351.0pp |
| Employer contribution / active EE | $5,367 | $1,636+228.0% | $5,144+4.3% | $2,148+149.9% |
| Participant deferral / active EE | $5,135 | $2,145+139.4% | $5,198-1.2% | $3,539+45.1% |
| Admin fee / account holder | $1 | $167-99.3% | $13,955-100.0% | $142-99.2% |