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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,005 | $70,002-28.6% | $115,038-56.5% | $52,331-4.4% |
| Participation rate | 65.6% | 72.1%-6.5pp | 81.4%-15.8pp | 68.1%-2.5pp |
| Annual return | 3.88% | 4.04%-0.2pp | 26.14%-22.3pp | 4.54%-0.7pp |
| Employer contribution / active EE | $659 | $2,715-75.7% | $4,608-85.7% | $1,882-65.0% |
| Participant deferral / active EE | $6,486 | $4,920+31.8% | $6,026+7.6% | $3,022+114.6% |
| Admin fee / account holder | $13 | $566-97.8% | $8,175-99.8% | $592-97.9% |