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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $42,065 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,071 | $100,801-56.3% | $149,696-70.6% | $73,409-40.0% |
| Participation rate | 66.8% | 77.7%-10.8pp | 82.5%-15.6pp | 72.2%-5.3pp |
| Annual return | 12.57% | 265.34%-252.8pp | 276.60%-264.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,286 | $3,312-61.2% | $4,644-72.3% | $2,234-42.4% |
| Participant deferral / active EE | $2,892 | $6,404-54.8% | $6,842-57.7% | $3,805-24.0% |
| Admin fee / account holder | $69 | $181-61.7% | $9,309-99.3% | $158-56.1% |