Filed May 17, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,696 |
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.
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 | $46,621 | $52,293-10.8% | $178,499-73.9% | $73,412-36.5% |
| Participation rate | 33.8% | 65.3%-31.5pp | 81.9%-48.1pp | 72.2%-38.3pp |
| Annual return | 16.59% | 34.75%-18.2pp | 151.10%-134.5pp | 59.30%-42.7pp |
| Employer contribution / active EE | $518 | $1,735-70.1% | $5,011-89.7% | $2,234-76.8% |
| Participant deferral / active EE | $1,766 | $2,332-24.3% | $5,202-66.0% | $3,806-53.6% |
| Admin fee / account holder | $27 | $127-79.0% | $13,986-99.8% | $158-83.1% |