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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,217 | $55,002+47.7% | $59,883+35.6% | $56,287+44.3% |
| Participation rate | 93.1% | 75.9%+17.2pp | 74.7%+18.4pp | 69.9%+23.3pp |
| Annual return | 11.02% | 1.13%+9.9pp | 3.46%+7.6pp | -9.96%+21.0pp |
| Employer contribution / active EE | $5,492 | $2,448+124.3% | $2,722+101.8% | $2,111+160.1% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $236-96.6% | $3,591-99.8% | $521-98.4% |