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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,366 | $160,070-72.3% | $147,117-69.8% | $145,897-69.6% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 15.51% | 98.69%-83.2pp | 420.54%-405.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $24,637 | $8,419+192.6% | $8,065+205.5% | $6,689+268.3% |
| Admin fee / account holder | -$43 | $15,035-100.3% | $12,993-100.3% | $13,390-100.3% |