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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,133 |
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 | $26,559 | $89,054-70.2% | $102,457-74.1% | $77,692-65.8% |
| Participation rate | 76.7% | 80.9%-4.2pp | 76.5%+0.2pp | 70.6%+6.1pp |
| Annual return | 17.33% | 25.02%-7.7pp | 29.41%-12.1pp | 31.25%-13.9pp |
| Employer contribution / active EE | $1,076 | $2,698-60.1% | $3,022-64.4% | $2,726-60.5% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $22 | $236-90.6% | $9,451-99.8% | $431-94.9% |