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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $12,898 | $89,355-85.6% | $141,162-90.9% | $72,985-82.3% |
| Participation rate | 32.4% | 75.1%-42.7pp | 82.5%-50.1pp | 69.5%-37.1pp |
| Annual return | 61.02% | 111.85%-50.8pp | 71.39%-10.4pp | 81.00%-20.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,854 | $5,418-28.9% | $6,709-42.6% | $3,607+6.8% |
| Admin fee / account holder | $45 | $5,958-99.3% | $10,261-99.6% | $5,124-99.1% |