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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,088 | $76,050-51.2% | $96,544-61.6% | $71,457-48.1% |
| Participation rate | 95.1% | 74.4%+20.7pp | 76.0%+19.1pp | 67.9%+27.2pp |
| Annual return | 20.27% | 22.81%-2.5pp | 25.84%-5.6pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,059 | $2,244-8.3% | $2,965-30.6% | $2,588-20.4% |
| Participant deferral / active EE | $1,089 | $4,215-74.2% | $4,851-77.5% | $4,289-74.6% |
| Admin fee / account holder | $1 | $2,707-100.0% | $8,252-100.0% | $1,587-99.9% |