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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,017 | $38,969+15.5% | $109,313-58.8% | $55,167-18.4% |
| Participation rate | 33.8% | 58.2%-24.4pp | 71.3%-37.4pp | 69.0%-35.1pp |
| Annual return | 4.64% | 8.26%-3.6pp | 22.07%-17.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,016 | $2,176-53.3% | $3,166-67.9% | $3,054-66.7% |
| Admin fee / account holder | $50 | $501-90.1% | $5,666-99.1% | $504-90.1% |