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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
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 | $68,729 | $74,089-7.2% | $133,975-48.7% | $55,167+24.6% |
| Participation rate | 99.4% | 84.3%+15.2pp | 87.1%+12.4pp | 69.0%+30.4pp |
| Annual return | 7.61% | 12.11%-4.5pp | 29.29%-21.7pp | 169.23%-161.6pp |
| Employer contribution / active EE | $7,580 | $3,064+147.4% | $5,211+45.4% | $1,963+286.2% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $458-99.1% | $9,324-100.0% | $504-99.2% |