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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,056 | $57,921-6.7% | $84,753-36.2% | $57,658-6.2% |
| Participation rate | 64.9% | 72.9%-8.0pp | 76.6%-11.6pp | 70.2%-5.3pp |
| Annual return | -2.97% | 10.24%-13.2pp | 22.78%-25.7pp | 5.13%-8.1pp |
| Employer contribution / active EE | $772 | $2,598-70.3% | $3,574-78.4% | $1,974-60.9% |
| Participant deferral / active EE | $2,505 | $2,742-8.7% | $3,712-32.5% | $3,061-18.2% |
| Admin fee / account holder | $1 | $130-99.6% | $5,333-100.0% | $95-99.5% |