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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $170 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,727 | $70,667-8.4% | $123,105-47.4% | $52,331+23.7% |
| Participation rate | 98.8% | 83.7%+15.1pp | 86.8%+12.1pp | 68.1%+30.7pp |
| Annual return | 0.14% | 6.23%-6.1pp | 13.22%-13.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $7,106 | $2,946+141.2% | $5,151+38.0% | $1,882+277.7% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2 | $506-99.7% | $9,014-100.0% | $592-99.7% |