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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,296 | $46,332+176.9% | $143,799-10.8% | $64,819+97.9% |
| Participation rate | 50.9% | 64.2%-13.3pp | 80.3%-29.4pp | 71.5%-20.5pp |
| Annual return | -16.94% | -10.05%-6.9pp | -0.04%-16.9pp | 32.84%-49.8pp |
| Employer contribution / active EE | $5,235 | $1,911+173.9% | $4,952+5.7% | $2,507+108.8% |
| Participant deferral / active EE | $4,515 | $2,647+70.5% | $5,638-19.9% | $4,311+4.7% |
| Admin fee / account holder | $24 | $154-84.6% | $14,677-99.8% | $188-87.3% |