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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,619 | $37,213-74.2% | $156,551-93.9% | $63,975-85.0% |
| Participation rate | 40.3% | 65.0%-24.7pp | 84.0%-43.8pp | 71.1%-30.9pp |
| Annual return | 7.39% | 47.89%-40.5pp | 32.23%-24.8pp | 48.65%-41.3pp |
| Employer contribution / active EE | $358 | $1,357-73.6% | $5,501-93.5% | $2,182-83.6% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $56-91.2% | $13,028-100.0% | $70-92.9% |