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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $130,437 | $56,443+131.1% | $83,831+55.6% | $55,725+134.1% |
| Participation rate | 57.0% | 72.0%-15.1pp | 76.1%-19.2pp | 70.9%-13.9pp |
| Annual return | -3.50% | 393.67%-397.2pp | 850.99%-854.5pp | 244.93%-248.4pp |
| Employer contribution / active EE | $2,964 | $2,682+10.5% | $3,631-18.4% | $2,078+42.6% |
| Participant deferral / active EE | $4,963 | $2,965+67.4% | $4,082+21.6% | $3,356+47.9% |
| Admin fee / account holder | $105 | $156-32.7% | $5,479-98.1% | $115-8.7% |