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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,209 | $78,607+46.6% | $105,624+9.1% | $74,478+54.7% |
| Participation rate | 82.5% | 72.8%+9.7pp | 75.3%+7.2pp | 67.2%+15.2pp |
| Annual return | 14.38% | 15.96%-1.6pp | 116.20%-101.8pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $1,482 | $2,523-41.3% | $3,168-53.2% | $2,626-43.6% |
| Participant deferral / active EE | $4,378 | $4,325+1.2% | $5,013-12.7% | $4,350+0.6% |
| Admin fee / account holder | $321 | $2,220-85.5% | $10,961-97.1% | $1,946-83.5% |