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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,714 |
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 | $31,179 | $88,324-64.7% | $115,038-72.9% | $55,191-43.5% |
| Participation rate | 74.5% | 72.5%+2.0pp | 81.4%-6.8pp | 69.2%+5.4pp |
| Annual return | -0.33% | 6.30%-6.6pp | 26.14%-26.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $826 | $2,805-70.5% | $4,608-82.1% | $1,899-56.5% |
| Participant deferral / active EE | $3,361 | $5,042-33.3% | $6,026-44.2% | $3,046+10.3% |
| Admin fee / account holder | $38 | $105-63.8% | $8,175-99.5% | $91-58.0% |