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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,960 |
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.
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 | $33,323 | $89,123-62.6% | $102,460-67.5% | $77,762-57.1% |
| Participation rate | 53.9% | 80.9%-27.0pp | 76.5%-22.6pp | 70.6%-16.7pp |
| Annual return | 20.51% | 25.05%-4.5pp | 29.47%-9.0pp | 31.27%-10.8pp |
| Employer contribution / active EE | $1,823 | $2,700-32.5% | $3,025-39.7% | $2,728-33.2% |
| Participant deferral / active EE | $1,549 | $5,148-69.9% | $5,056-69.4% | $4,651-66.7% |
| Admin fee / account holder | $33 | $236-86.0% | $9,460-99.7% | $433-92.4% |