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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,296 |
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 | $28,567 | $99,201-71.2% | $96,544-70.4% | $74,473-61.6% |
| Participation rate | 55.7% | 80.7%-25.0pp | 76.0%-20.3pp | 70.7%-15.0pp |
| Annual return | 25.98% | 22.40%+3.6pp | 25.88%+0.1pp | 34.36%-8.4pp |
| Employer contribution / active EE | $1,444 | $2,570-43.8% | $2,966-51.3% | $2,638-45.3% |
| Participant deferral / active EE | $1,451 | $4,938-70.6% | $4,851-70.1% | $4,530-68.0% |
| Admin fee / account holder | $33 | $225-85.5% | $8,254-99.6% | $347-90.6% |