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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $54,531 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,563 | $53,412+84.5% | $68,509+43.9% | $52,331+88.3% |
| Participation rate | 94.8% | 71.7%+23.1pp | 74.7%+20.0pp | 68.1%+26.7pp |
| Annual return | -0.52% | 3.42%-3.9pp | 8.27%-8.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $6,735 | $1,607+319.1% | $2,278+195.7% | $1,882+257.9% |
| Participant deferral / active EE | $6,557 | $2,688+143.9% | $3,382+93.9% | $3,022+117.0% |
| Admin fee / account holder | $270 | $461-41.4% | $5,275-94.9% | $592-54.4% |