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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,261 | $40,174+35.1% | $84,020-35.4% | $67,579-19.7% |
| Participation rate | 32.6% | 62.7%-30.1pp | 69.0%-36.4pp | 71.3%-38.7pp |
| Annual return | 18.31% | 25.82%-7.5pp | 71.31%-53.0pp | 378.56%-360.2pp |
| Employer contribution / active EE | $304 | $808-62.4% | $1,984-84.7% | $2,148-85.9% |
| Participant deferral / active EE | $756 | $2,301-67.2% | $3,239-76.7% | $3,539-78.7% |
| Admin fee / account holder | $49 | $128-62.1% | $6,101-99.2% | $142-65.9% |