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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,109 | $38,365-76.3% | $84,611-89.2% | $65,185-86.0% |
| Participation rate | 22.6% | 55.7%-33.0pp | 68.2%-45.6pp | 70.2%-47.6pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.74%-258.7pp | 29.38%-29.4pp |
| Employer contribution / active EE | $128 | $1,258-89.8% | $2,652-95.2% | $2,177-94.1% |
| Participant deferral / active EE | $978 | $2,278-57.1% | $3,899-74.9% | $3,514-72.2% |
| Admin fee / account holder | $25 | $451-94.4% | $4,912-99.5% | $847-97.0% |