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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,338 |
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 | $43,109 | $63,314-31.9% | $91,004-52.6% | $62,293-30.8% |
| Participation rate | 51.8% | 73.3%-21.5pp | 75.6%-23.8pp | 69.5%-17.7pp |
| Annual return | 17.04% | 21.00%-4.0pp | 4.60%+12.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $593 | $1,807-67.2% | $2,456-75.9% | $2,042-71.0% |
| Participant deferral / active EE | $1,743 | $2,944-40.8% | $3,548-50.9% | $3,169-45.0% |
| Admin fee / account holder | $32 | $468-93.1% | $5,417-99.4% | $479-93.2% |