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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,600 | $89,652-43.6% | $141,191-64.2% | $65,185-22.4% |
| Participation rate | 54.0% | 74.7%-20.7pp | 82.5%-28.4pp | 70.2%-16.2pp |
| Annual return | 22.14% | 32.79%-10.7pp | 71.41%-49.3pp | 29.38%-7.2pp |
| Employer contribution / active EE | $343 | $3,065-88.8% | $4,736-92.8% | $2,177-84.2% |
| Participant deferral / active EE | $2,743 | $5,691-51.8% | $6,710-59.1% | $3,514-21.9% |
| Admin fee / account holder | $36 | $569-93.8% | $10,264-99.7% | $847-95.8% |