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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $113,144 | $60,165+88.1% | $74,184+52.5% | $55,167+105.1% |
| Participation rate | 76.0% | 74.2%+1.9pp | 76.6%-0.6pp | 69.0%+7.1pp |
| Annual return | 5.53% | 10.00%-4.5pp | 17.74%-12.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $2,416 | $1,600+51.0% | $2,370+1.9% | $1,963+23.1% |
| Participant deferral / active EE | $4,451 | $2,973+49.7% | $3,550+25.4% | $3,054+45.7% |
| Admin fee / account holder | $25 | $419-94.1% | $5,586-99.6% | $504-95.1% |