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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,405 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,584 | $54,380-38.2% | $68,509-51.0% | $59,633-43.7% |
| Participation rate | 89.9% | 70.2%+19.7pp | 74.7%+15.2pp | 68.7%+21.2pp |
| Annual return | -0.38% | 2.83%-3.2pp | 8.27%-8.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $149 | $1,539-90.3% | $2,278-93.5% | $2,203-93.2% |
| Participant deferral / active EE | $1,830 | $2,643-30.8% | $3,382-45.9% | $3,192-42.6% |
| Admin fee / account holder | $21 | $3,885-99.4% | $5,275-99.6% | $4,297-99.5% |