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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,451 | $46,173-88.2% | $170,435-96.8% | $69,631-92.2% |
| Participation rate | 25.3% | 63.9%-38.6pp | 83.6%-58.3pp | 70.7%-45.4pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.94%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $681 | $2,080-67.2% | $4,939-86.2% | $3,224-78.9% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |