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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,424 |
Service code 55 · EIN 38-1961943 | Other Commissions | $5,400 |
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.
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 | $23,425 | $56,894-58.8% | $84,753-72.4% | $62,881-62.7% |
| Participation rate | 68.8% | 68.5%+0.2pp | 76.6%-7.8pp | 69.3%-0.6pp |
| Annual return | 6.42% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,851 | $2,400+18.8% | $3,574-20.3% | $2,281+25.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $53 | $3,581-98.5% | $5,333-99.0% | $4,296-98.8% |