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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,275 |
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 | $42,772 | $50,385-15.1% | $75,501-43.3% | $62,293-31.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 18.35% | 19.90%-1.5pp | 27.35%-9.0pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,850 | $1,537+20.3% | $2,352-21.3% | $2,042-9.4% |
| Participant deferral / active EE | $2,376 | $2,445-2.9% | $3,142-24.4% | $3,169-25.0% |
| Admin fee / account holder | $28 | $384-92.8% | $5,801-99.5% | $479-94.2% |