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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,400 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,492 | $86,897-54.6% | $151,639-74.0% | $64,819-39.1% |
| Participation rate | 85.5% | 87.3%-1.8pp | 87.5%-2.0pp | 71.5%+14.0pp |
| Annual return | -15.38% | -3.57%-11.8pp | 3.34%-18.7pp | 32.84%-48.2pp |
| Employer contribution / active EE | $3,402 | $4,010-15.2% | $6,165-44.8% | $2,507+35.7% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $13 | $153-91.8% | $11,613-99.9% | $188-93.3% |