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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,552 | $88,122-72.1% | $141,191-82.6% | $67,579-63.7% |
| Participation rate | 65.8% | 76.5%-10.6pp | 82.5%-16.7pp | 71.3%-5.5pp |
| Annual return | 68.61% | 75.40%-6.8pp | 71.41%-2.8pp | 378.56%-309.9pp |
| Employer contribution / active EE | $961 | $3,224-70.2% | $4,736-79.7% | $2,148-55.3% |
| Participant deferral / active EE | $5,185 | $5,958-13.0% | $6,710-22.7% | $3,539+46.5% |
| Admin fee / account holder | $7 | $131-94.9% | $10,264-99.9% | $142-95.3% |