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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participant contribution per participant 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 | $34,511 | $80,005-56.9% | $140,019-75.4% | $55,725-38.1% |
| Participation rate | 88.6% | 87.0%+1.6pp | 87.5%+1.1pp | 70.9%+17.7pp |
| Annual return | -4.43% | 0.46%-4.9pp | 651.17%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,688 | $3,403-21.0% | $5,605-52.0% | $2,078+29.3% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $116-96.0% | $10,705-100.0% | $115-96.0% |