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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 | $72,002 | $89,274-19.3% | $149,721-51.9% | $77,958-7.6% |
| Participation rate | 96.3% | 87.6%+8.7pp | 87.1%+9.2pp | 71.6%+24.6pp |
| Annual return | 19.39% | 20.36%-1.0pp | 1501.67%-1482.3pp | 20.87%-1.5pp |
| Employer contribution / active EE | $5,123 | $3,727+37.5% | $5,444-5.9% | $2,310+121.7% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-99.9% | $11,282-100.0% | $97-99.8% |