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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
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 | $25,847 | $43,550-40.7% | $63,244-59.1% | $52,331-50.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -0.00% | 2.03%-2.0pp | -70.31%+70.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,226 | $1,351+64.8% | $2,322-4.1% | $1,882+18.3% |
| Participant deferral / active EE | $2,740 | $2,254+21.6% | $2,953-7.2% | $3,022-9.3% |
| Admin fee / account holder | $2 | $387-99.5% | $5,893-100.0% | $592-99.7% |