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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $54,746 |
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 | $131,235 | $63,314+107.3% | $91,004+44.2% | $62,293+110.7% |
| Participation rate | 95.1% | 73.3%+21.8pp | 75.6%+19.5pp | 69.5%+25.6pp |
| Annual return | 14.44% | 21.00%-6.6pp | 4.60%+9.8pp | 28.90%-14.5pp |
| Employer contribution / active EE | $6,864 | $1,807+279.8% | $2,456+179.5% | $2,042+236.1% |
| Participant deferral / active EE | $6,611 | $2,944+124.6% | $3,548+86.3% | $3,169+108.6% |
| Admin fee / account holder | $274 | $468-41.4% | $5,417-94.9% | $479-42.9% |