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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $54,271 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,788 | $70,917+97.1% | $98,920+41.3% | $73,497+90.2% |
| Participation rate | 95.8% | 73.8%+22.0pp | 76.0%+19.8pp | 70.7%+25.1pp |
| Annual return | 9.76% | 34.18%-24.4pp | 196.47%-186.7pp | 28.51%-18.8pp |
| Employer contribution / active EE | $6,087 | $2,037+198.8% | $2,689+126.3% | $2,270+168.1% |
| Participant deferral / active EE | $6,454 | $3,501+84.4% | $4,245+52.0% | $3,740+72.6% |
| Admin fee / account holder | $264 | $535-50.6% | $6,643-96.0% | $513-48.5% |