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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $715 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,379 | $82,674-47.5% | $125,381-65.4% | $68,486-36.7% |
| Participation rate | 12.5% | 75.1%-62.6pp | 82.4%-69.9pp | 67.9%-55.4pp |
| Annual return | -19.00% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,462 | $6,111-76.1% | $7,448-80.4% | $4,028-63.7% |
| Admin fee / account holder | $107 | $6,277-98.3% | $10,007-98.9% | $5,404-98.0% |