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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
Participant 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 | $25,614 | $47,977-46.6% | $154,114-83.4% | $56,287-54.5% |
| Participation rate | 71.8% | 66.2%+5.6pp | 83.0%-11.3pp | 69.9%+1.9pp |
| Annual return | 7.10% | 3.54%+3.6pp | 735.16%-728.1pp | -9.96%+17.1pp |
| Employer contribution / active EE | $3,500 | $2,169+61.4% | $5,298-33.9% | $2,111+65.8% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |