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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,297 |
Annual investment return 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 | $12,603 | $75,058-83.2% | $152,301-91.7% | $64,340-80.4% |
| Participation rate | 70.5% | 60.9%+9.6pp | 82.4%-11.9pp | 55.2%+15.3pp |
| Annual return | 10.55% | 29.93%-19.4pp | 80.50%-69.9pp | 24.14%-13.6pp |
| Employer contribution / active EE | $519 | $2,605-80.1% | $4,624-88.8% | $1,862-72.1% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $25 | $4,050-99.4% | $14,398-99.8% | $3,703-99.3% |