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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,332 |
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 | $171,226 | $122,042+40.3% | $184,260-7.1% | $74,459+130.0% |
| Participation rate | 85.0% | 85.5%-0.4pp | 86.8%-1.8pp | 67.2%+17.8pp |
| Annual return | 17.97% | 19.91%-1.9pp | 28.84%-10.9pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $15,456 | $7,143+116.4% | $9,133+69.2% | $4,350+255.3% |
| Admin fee / account holder | $17 | $1,252-98.6% | $13,898-99.9% | $1,945-99.1% |