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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,644 | $89,364-7.5% | $141,177-41.5% | $72,983+13.2% |
| Participation rate | 81.0% | 75.1%+5.8pp | 82.5%-1.5pp | 69.5%+11.5pp |
| Annual return | 23.02% | 111.86%-88.8pp | 71.40%-48.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $3,524 | $3,115+13.1% | $4,736-25.6% | $2,440+44.4% |
| Participant deferral / active EE | $5,727 | $5,419+5.7% | $6,710-14.6% | $3,608+58.8% |
| Admin fee / account holder | $0 | $5,959-100.0% | $10,263-100.0% | $5,124-100.0% |