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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,234 | $79,523-19.2% | $140,016-54.1% | $56,287+14.1% |
| Participation rate | 99.6% | 85.7%+13.9pp | 87.5%+12.1pp | 69.9%+29.7pp |
| Annual return | -6.70% | 2.39%-9.1pp | 651.12%-657.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $8,285 | $3,350+147.3% | $5,606+47.8% | $2,111+292.5% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $12 | $614-98.0% | $10,705-99.9% | $521-97.7% |