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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$27,204 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,155 | $44,425+697.2% | $67,836+422.1% | $55,167+542.0% |
| Participation rate | 82.7% | 59.7%+23.0pp | 68.8%+13.9pp | 69.0%+13.8pp |
| Annual return | 6.92% | 17.80%-10.9pp | 138.49%-131.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,404-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | -$100 | $530-118.9% | $4,621-102.2% | $504-119.9% |