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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $72,322 | $80,354-10.0% | $133,975-46.0% | $63,975+13.0% |
| Participation rate | 82.3% | 87.5%-5.2pp | 87.1%-4.8pp | 71.1%+11.2pp |
| Annual return | 6.76% | 13.11%-6.4pp | 29.29%-22.5pp | 48.65%-41.9pp |
| Employer contribution / active EE | $4,783 | $3,503+36.5% | $5,211-8.2% | $2,182+119.2% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-99.7% | $9,324-100.0% | $70-99.7% |