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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $502 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,926 | $100,801-92.1% | $149,745-94.7% | $73,412-89.2% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 14.25% | 265.34%-251.1pp | 276.72%-262.5pp | 59.30%-45.0pp |
| Employer contribution / active EE | $738 | $3,312-77.7% | $4,646-84.1% | $2,234-66.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $11 | $181-93.7% | $9,312-99.9% | $158-92.8% |