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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,077 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,023 | $101,672-88.2% | $147,117-91.8% | $74,478-83.9% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.2%-1.4pp | 67.2%+13.6pp |
| Annual return | 20.51% | 8757.83%-8737.3pp | 420.54%-400.0pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $666 | $3,813-82.5% | $4,932-86.5% | $2,626-74.7% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $24 | $1,753-98.7% | $12,993-99.8% | $1,946-98.8% |