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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,768 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,057 | $71,802-59.5% | $133,975-78.3% | $57,658-49.6% |
| Participation rate | 87.1% | 85.5%+1.6pp | 87.1%0pp | 70.2%+16.9pp |
| Annual return | 4.55% | 13.51%-9.0pp | 29.29%-24.7pp | 5.13%-0.6pp |
| Employer contribution / active EE | $2,840 | $3,161-10.2% | $5,211-45.5% | $1,974+43.9% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $34 | $88-60.9% | $9,324-99.6% | $95-63.7% |