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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4456694 | Advisory (Plan) | $18,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$11,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,427 | $43,466+154.0% | $90,951+21.4% | $90,288+22.3% |
| Participation rate | 11.3% | 62.5%-51.2pp | 69.0%-57.7pp | 73.4%-62.1pp |
| Annual return | 19.33% | 25.26%-5.9pp | 134.60%-115.3pp | 53.97%-34.6pp |
| Employer contribution / active EE | $612 | $840-27.2% | $2,122-71.2% | $2,524-75.8% |
| Participant deferral / active EE | $663 | $2,138-69.0% | $3,373-80.4% | $4,232-84.3% |
| Admin fee / account holder | $49 | $92-46.9% | $5,959-99.2% | $114-57.3% |