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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $13,848 | $36,806-62.4% | $69,623-80.1% | $77,736-82.2% |
| Participation rate | 91.7% | 64.4%+27.3pp | 66.4%+25.2pp | 70.6%+21.1pp |
| Annual return | 13.56% | 38.81%-25.3pp | 101.23%-87.7pp | 31.26%-17.7pp |
| Employer contribution / active EE | $555 | $1,257-55.9% | $1,709-67.5% | $2,728-79.7% |
| Participant deferral / active EE | $1,901 | $2,738-30.6% | $2,890-34.2% | $4,651-59.1% |
| Admin fee / account holder | $285 | $507-43.7% | $4,696-93.9% | $433-34.1% |