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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,059 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,048 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $70,792 | $99,957-29.2% | $149,730-52.7% | $73,493-3.7% |
| Participation rate | 80.9% | 75.7%+5.2pp | 82.5%-1.6pp | 70.7%+10.2pp |
| Annual return | 3.65% | 53.87%-50.2pp | 276.70%-273.1pp | 28.51%-24.9pp |
| Employer contribution / active EE | $7,239 | $3,191+126.9% | $4,645+55.8% | $2,270+218.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $251 | $551-54.4% | $9,310-97.3% | $513-51.1% |