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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,769 | $35,485-24.6% | $74,551-64.1% | $55,725-52.0% |
| Participation rate | 65.2% | 62.5%+2.6pp | 69.1%-4.0pp | 70.9%-5.7pp |
| Annual return | -3.82% | 0.72%-4.5pp | 32.53%-36.4pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,593 | $777+105.0% | $1,961-18.8% | $2,078-23.3% |
| Participant deferral / active EE | $2,713 | $2,181+24.4% | $3,108-12.7% | $3,356-19.1% |
| Admin fee / account holder | $160 | $114+40.1% | $5,059-96.8% | $115+39.0% |