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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $332 |
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.
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 | $31,603 | $57,103-44.7% | $87,502-63.9% | $57,658-45.2% |
| Participation rate | 56.4% | 64.3%-8.0pp | 73.8%-17.5pp | 70.2%-13.9pp |
| Annual return | 0.00% | 12.71%-12.7pp | 12.21%-12.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $228 | $1,107-79.4% | $2,550-91.1% | $1,974-88.4% |
| Participant deferral / active EE | $313 | $2,250-86.1% | $3,149-90.1% | $3,061-89.8% |
| Admin fee / account holder | $1 | $281-99.8% | $4,221-100.0% | $95-99.4% |