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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,370 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,335 | $130,294+16.1% | $170,057-11.0% | $71,529+111.6% |
| Participation rate | 80.0% | 86.2%-6.2pp | 87.0%-7.0pp | 67.9%+12.1pp |
| Annual return | 17.33% | 20.36%-3.0pp | 53.42%-36.1pp | 28.97%-11.6pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $14,229 | $6,928+105.4% | $10,411+36.7% | $4,291+231.6% |
| Admin fee / account holder | $76 | $966-92.1% | $12,826-99.4% | $1,588-95.2% |