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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participant 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 | $44,220 | $41,854+5.7% | $73,845-40.1% | $52,331-15.5% |
| Participation rate | 88.0% | 66.2%+21.8pp | 73.4%+14.6pp | 68.1%+19.9pp |
| Annual return | 1.17% | 2.11%-0.9pp | 2267.91%-2266.7pp | 4.54%-3.4pp |
| Employer contribution / active EE | $4,622 | $1,920+140.7% | $2,788+65.8% | $1,882+145.6% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,881-100.0% | $592-100.0% |