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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,990 |
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,531 | $72,303-64.7% | $86,698-70.6% | $64,819-60.6% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.6%+4.7pp | 71.5%+9.8pp |
| Annual return | -5.36% | 392.77%-398.1pp | 35.95%-41.3pp | 32.84%-38.2pp |
| Employer contribution / active EE | $876 | $2,393-63.4% | $2,837-69.1% | $2,507-65.1% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $30 | $174-82.5% | $7,493-99.6% | $188-83.8% |