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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,708 |
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 | $10,092 | $104,497-90.3% | $159,487-93.7% | $79,389-87.3% |
| Participation rate | 98.1% | 76.6%+21.5pp | 82.8%+15.3pp | 70.7%+27.4pp |
| Annual return | 24.60% | 67.98%-43.4pp | 263.71%-239.1pp | 116.89%-92.3pp |
| Employer contribution / active EE | $707 | $3,418-79.3% | $4,831-85.4% | $2,428-70.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $5 | $711-99.3% | $10,804-100.0% | $626-99.2% |