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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $60,915 | $95,862-36.5% | $79,550-23.4% | $134,475-54.7% |
| Participation rate | 47.6% | 75.0%-27.4pp | 69.5%-21.9pp | 81.2%-33.6pp |
| Annual return | -14.87% | -2.69%-12.2pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $781 | $3,128-75.0% | $2,413-67.6% | $4,740-83.5% |
| Participant deferral / active EE | $1,121 | $4,693-76.1% | $3,985-71.9% | $6,400-82.5% |
| Admin fee / account holder | $5 | $9,126-99.9% | $6,832-99.9% | $11,426-100.0% |