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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,653 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,544 | $93,131-85.5% | $106,555-87.3% | $86,821-84.4% |
| Participation rate | 86.5% | 81.4%+5.1pp | 76.1%+10.4pp | 72.3%+14.2pp |
| Annual return | 12.92% | 19.45%-6.5pp | 26.80%-13.9pp | 97.94%-85.0pp |
| Employer contribution / active EE | $2,744 | $2,895-5.2% | $2,819-2.7% | $2,406+14.0% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,399-100.0% | $4,132-100.0% |
| Admin fee / account holder | $19 | $145-86.6% | $7,408-99.7% | $170-88.6% |