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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,085 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $426,392 | $81,474+423.3% | $133,959+218.3% | $73,493+480.2% |
| Participation rate | 81.8% | 76.4%+5.5pp | 79.8%+2.0pp | 70.7%+11.1pp |
| Annual return | 5.56% | 19.40%-13.8pp | 45.09%-39.5pp | 28.51%-23.0pp |
| Employer contribution / active EE | $21,684 | $2,209+881.5% | $3,919+453.4% | $2,270+855.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9 | $713-98.8% | $8,928-99.9% | $513-98.3% |