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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $111 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,248 | $110,083+337.2% | $151,628+217.4% | $68,495+602.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.49% | -10.12%-4.4pp | 3.34%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $44,597 | $4,470+897.7% | $6,165+623.4% | $2,596+1617.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16 | $7,718-99.8% | $11,613-99.9% | $5,403-99.7% |