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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $838 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $36,555 | $84,236-56.6% | $170,435-78.6% | $70,126-47.9% |
| Participation rate | 91.4% | 70.8%+20.5pp | 83.6%+7.8pp | 69.5%+21.8pp |
| Annual return | 15.03% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $2,302 | $3,387-32.0% | $5,432-57.6% | $2,343-1.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $39 | $5,698-99.3% | $13,881-99.7% | $4,645-99.2% |