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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $960 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,748 | $48,432-86.1% | $121,204-94.4% | $71,511-90.6% |
| Participation rate | 53.1% | 54.3%-1.3pp | 69.5%-16.5pp | 67.9%-14.9pp |
| Annual return | 25.01% | 23.28%+1.7pp | 987.18%-962.2pp | 28.86%-3.8pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,256 | $2,756-18.1% | $4,083-44.7% | $4,291-47.4% |
| Admin fee / account holder | $8 | $1,845-99.6% | $5,651-99.9% | $1,588-99.5% |