Filed February 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,910 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,199 | $68,904-96.8% | $90,657-97.6% | $68,904-96.8% |
| Participation rate | 79.7% | 74.1%+5.6pp | 74.0%+5.7pp | 74.1%+5.6pp |
| Annual return | 3.60% | 1.07%+2.5pp | 1.89%+1.7pp | 1.07%+2.5pp |
| Employer contribution / active EE | $82 | $2,540-96.8% | $2,532-96.8% | $2,540-96.8% |
| Participant deferral / active EE | $1,382 | $4,015-65.6% | $3,424-59.6% | $4,015-65.6% |
| Admin fee / account holder | $56 | $71-21.6% | $4,994-98.9% | $71-21.6% |