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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36,461 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,295 | $56,095-5.0% | $178,503-70.1% | $90,274-41.0% |
| Participation rate | 28.7% | 65.6%-36.8pp | 81.9%-53.2pp | 73.4%-44.6pp |
| Annual return | 14.75% | 28.81%-14.1pp | 151.12%-136.4pp | 53.97%-39.2pp |
| Employer contribution / active EE | $148 | $1,572-90.6% | $5,011-97.0% | $2,523-94.1% |
| Participant deferral / active EE | $1,320 | $2,669-50.5% | $5,202-74.6% | $4,231-68.8% |
| Admin fee / account holder | $118 | $101+16.9% | $13,987-99.2% | $114+3.1% |