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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $550 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,532 | $88,515-27.1% | $162,163-60.2% | $67,579-4.5% |
| Participation rate | 99.6% | 86.8%+12.8pp | 87.6%+12.1pp | 71.3%+28.3pp |
| Annual return | 19.85% | 27.04%-7.2pp | 115.59%-95.7pp | 378.56%-358.7pp |
| Employer contribution / active EE | $9,025 | $3,563+153.3% | $5,614+60.8% | $2,148+320.2% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $9 | $124-92.9% | $10,843-99.9% | $142-93.8% |