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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,049 | $59,819-59.8% | $79,583-69.8% | $68,490-64.9% |
| Participation rate | 28.2% | 61.1%-32.8pp | 69.5%-41.3pp | 67.9%-39.7pp |
| Annual return | -12.45% | -12.30%-0.2pp | 0.16%-12.6pp | -7.85%-4.6pp |
| Employer contribution / active EE | $288 | $1,505-80.9% | $2,414-88.1% | $2,597-88.9% |
| Participant deferral / active EE | $1,862 | $3,025-38.4% | $3,986-53.3% | $4,028-53.8% |
| Admin fee / account holder | $178 | $4,835-96.3% | $6,835-97.4% | $5,403-96.7% |