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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,465 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,242 | $71,523-38.1% | $98,461-55.1% | $71,511-38.1% |
| Participation rate | 87.1% | 72.7%+14.3pp | 75.2%+11.9pp | 67.9%+19.1pp |
| Annual return | 19.07% | 32.43%-13.4pp | 21.17%-2.1pp | 28.86%-9.8pp |
| Employer contribution / active EE | $586 | $2,399-75.6% | $3,049-80.8% | $2,589-77.4% |
| Participant deferral / active EE | $4,519 | $4,109+10.0% | $4,738-4.6% | $4,291+5.3% |
| Admin fee / account holder | $34 | $1,676-98.0% | $8,961-99.6% | $1,588-97.9% |