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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,462 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $146,047 | $123,793+18.0% | $177,848-17.9% | $79,856+82.9% |
| Participation rate | 81.1% | 84.7%-3.6pp | 87.7%-6.6pp | 69.6%+11.4pp |
| Annual return | 20.72% | 22.82%-2.1pp | 48.33%-27.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,830 | $5,956+65.0% | $7,714+27.4% | $3,741+162.8% |
| Admin fee / account holder | $124 | $7,243-98.3% | $12,431-99.0% | $5,306-97.7% |