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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,124 | $91,474+81.6% | $135,982+22.2% | $71,529+132.2% |
| Participation rate | 29.2% | 75.7%-46.4pp | 81.9%-52.7pp | 67.9%-38.7pp |
| Annual return | 17.95% | 29.89%-11.9pp | 68.32%-50.4pp | 28.97%-11.0pp |
| Employer contribution / active EE | $21,702 | $3,705+485.7% | $4,859+346.6% | $2,590+738.0% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $104 | $1,267-91.8% | $10,767-99.0% | $1,588-93.4% |