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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,258 | $88,515-54.5% | $162,163-75.2% | $67,579-40.4% |
| Participation rate | 85.9% | 86.8%-0.9pp | 87.6%-1.6pp | 71.3%+14.6pp |
| Annual return | 17.38% | 27.04%-9.7pp | 115.59%-98.2pp | 378.56%-361.2pp |
| Employer contribution / active EE | $2,873 | $3,563-19.4% | $5,614-48.8% | $2,148+33.7% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $6 | $124-95.5% | $10,843-99.9% | $142-96.1% |