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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $21,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $9,448 | $43,423-78.2% | $78,676-88.0% | $55,167-82.9% |
| Participation rate | 63.8% | 68.0%-4.2pp | 73.6%-9.8pp | 69.0%-5.2pp |
| Annual return | 2.91% | 11.53%-8.6pp | 62.19%-59.3pp | 169.23%-166.3pp |
| Employer contribution / active EE | $1,052 | $1,997-47.3% | $2,850-63.1% | $1,963-46.4% |
| Participant deferral / active EE | $1,571 | $2,509-37.4% | $3,517-55.3% | $3,054-48.5% |
| Admin fee / account holder | $110 | $416-73.6% | $4,510-97.6% | $504-78.2% |