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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,782 | $61,052-8.6% | $142,898-61.0% | $79,389-29.7% |
| Participation rate | 40.5% | 60.1%-19.6pp | 72.0%-31.5pp | 70.7%-30.2pp |
| Annual return | 79.00% | 16.02%+63.0pp | 5639.64%-5560.6pp | 116.89%-37.9pp |
| Employer contribution / active EE | $380 | $1,481-74.3% | $4,146-90.8% | $2,428-84.4% |
| Participant deferral / active EE | $2,214 | $2,879-23.1% | $3,838-42.3% | $4,046-45.3% |
| Admin fee / account holder | $3 | $659-99.5% | $6,560-100.0% | $626-99.5% |