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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,370 |
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 | $18,204 | $69,305-73.7% | $82,312-77.9% | $69,634-73.9% |
| Participation rate | 91.9% | 80.3%+11.7pp | 76.9%+15.0pp | 70.7%+21.3pp |
| Annual return | 19.82% | 21.47%-1.6pp | 25.88%-6.1pp | 27572.26%-27552.4pp |
| Employer contribution / active EE | $2,669 | $1,887+41.5% | $2,428+9.9% | $2,032+31.3% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-99.9% | $5,608-100.0% | $110-99.9% |