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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,571 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $410,850 | $66,302+519.7% | $110,243+272.7% | $56,287+629.9% |
| Participation rate | 90.9% | 74.9%+15.9pp | 79.8%+11.0pp | 69.9%+21.0pp |
| Annual return | 11.06% | -1.18%+12.2pp | 314.76%-303.7pp | -9.96%+21.0pp |
| Employer contribution / active EE | $21,550 | $2,047+952.7% | $3,827+463.2% | $2,111+920.8% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $7 | $698-99.0% | $8,548-99.9% | $521-98.7% |