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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,690 | $48,313+50.5% | $73,307-0.8% | $52,331+38.9% |
| Participation rate | 54.4% | 68.6%-14.1pp | 74.9%-20.5pp | 68.1%-13.7pp |
| Annual return | 0.76% | 3.85%-3.1pp | 5.67%-4.9pp | 4.54%-3.8pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,443 | $4,189+29.9% | $4,991+9.1% | $3,022+80.1% |
| Admin fee / account holder | $6 | $404-98.6% | $5,637-99.9% | $592-99.1% |