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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,132 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,743 | $78,852-78.8% | $76,768-78.2% | $75,289-77.8% |
| Participation rate | 90.1% | 85.0%+5.1pp | 77.0%+13.1pp | 72.4%+17.6pp |
| Annual return | -6.77% | -1.29%-5.5pp | 2.43%-9.2pp | -0.04%-6.7pp |
| Employer contribution / active EE | $2,588 | $2,794-7.4% | $2,485+4.1% | $2,405+7.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $79-99.8% | $6,676-100.0% | $102-99.9% |