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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,440 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,059 | $69,231-68.1% | $91,994-76.0% | $67,584-67.4% |
| Participation rate | 85.2% | 78.9%+6.3pp | 78.6%+6.6pp | 71.3%+13.9pp |
| Annual return | 78.60% | 32.03%+46.6pp | 69.04%+9.6pp | 378.59%-300.0pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,453-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,715 | $5,854+31.8% | $5,924+30.2% | $3,540+118.0% |
| Admin fee / account holder | $8 | $107-92.4% | $7,744-99.9% | $142-94.3% |