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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.
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 | $105,420 | $51,244+105.7% | $80,977+30.2% | $55,167+91.1% |
| Participation rate | 68.1% | 71.7%-3.6pp | 75.8%-7.8pp | 69.0%-0.9pp |
| Annual return | 9.46% | 17.39%-7.9pp | 17.11%-7.6pp | 169.23%-159.8pp |
| Employer contribution / active EE | $944 | $1,770-46.7% | $3,715-74.6% | $1,963-51.9% |
| Participant deferral / active EE | $5,921 | $4,418+34.0% | $5,696+3.9% | $3,054+93.9% |
| Admin fee / account holder | $5 | $398-98.8% | $5,517-99.9% | $504-99.0% |