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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $66,995 | $59,191+13.2% | $76,767-12.7% | $56,289+19.0% |
| Participation rate | 51.8% | 75.2%-23.4pp | 77.0%-25.1pp | 69.9%-18.0pp |
| Annual return | -6.35% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,788 | $1,759+1.7% | $2,485-28.0% | $2,111-15.3% |
| Participant deferral / active EE | $3,219 | $3,255-1.1% | $3,852-16.4% | $3,350-3.9% |
| Admin fee / account holder | $8 | $489-98.4% | $6,675-99.9% | $521-98.5% |