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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,238 | $41,281-65.5% | $109,313-87.0% | $57,658-75.3% |
| Participation rate | 39.1% | 59.3%-20.3pp | 71.3%-32.2pp | 70.2%-31.2pp |
| Annual return | 24.74% | 8.97%+15.8pp | 22.07%+2.7pp | 5.13%+19.6pp |
| Employer contribution / active EE | $896 | $1,201-25.4% | $3,892-77.0% | $1,974-54.6% |
| Participant deferral / active EE | $1,541 | $2,223-30.7% | $3,166-51.3% | $3,061-49.6% |
| Admin fee / account holder | $2 | $75-96.9% | $5,666-100.0% | $95-97.5% |