Filed March 13, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $69,769 | $57,096+22.2% | $94,229-26.0% | $55,191+26.4% |
| Participation rate | 72.0% | 75.7%-3.7pp | 78.8%-6.8pp | 69.2%+2.8pp |
| Annual return | -0.06% | 159.65%-159.7pp | 10.68%-10.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $966 | $1,708-43.4% | $3,587-73.1% | $1,899-49.1% |
| Participant deferral / active EE | $3,310 | $3,165+4.6% | $4,320-23.4% | $3,046+8.7% |
| Admin fee / account holder | $56 | $89-37.4% | $6,269-99.1% | $91-38.5% |