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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,998 |
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.
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 | $34,504 | $81,537-57.7% | $149,721-77.0% | $69,631-50.4% |
| Participation rate | 86.8% | 86.1%+0.7pp | 87.1%-0.2pp | 70.7%+16.1pp |
| Annual return | 12.78% | 22.79%-10.0pp | 1501.67%-1488.9pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $2,515 | $3,239-22.4% | $5,444-53.8% | $2,032+23.7% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $39 | $107-63.3% | $11,282-99.7% | $110-64.5% |