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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,234 | $73,638-3.3% | $95,964-25.8% | $73,497-3.1% |
| Participation rate | 65.8% | 76.2%-10.4pp | 77.1%-11.3pp | 70.7%-4.9pp |
| Annual return | 15.27% | 16.78%-1.5pp | 91.64%-76.4pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,790 | $1,863-3.9% | $2,541-29.6% | $2,270-21.2% |
| Participant deferral / active EE | $3,938 | $3,617+8.9% | $4,167-5.5% | $3,740+5.3% |
| Admin fee / account holder | $11 | $482-97.7% | $6,797-99.8% | $513-97.8% |