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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,244 | $165,399-38.8% | $149,745-32.4% | $158,982-36.3% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 26.73% | 348.34%-321.6pp | 276.72%-250.0pp | 302.99%-276.3pp |
| Employer contribution / active EE | $1,875 | $5,105-63.3% | $4,646-59.6% | $4,763-60.6% |
| Participant deferral / active EE | $3,127 | $7,183-56.5% | $6,843-54.3% | $5,983-47.7% |
| Admin fee / account holder | $45 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |