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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
Service code 61 · EIN 38-1961943 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,308 | $53,412-58.2% | $68,509-67.4% | $52,331-57.4% |
| Participation rate | 49.1% | 71.7%-22.6pp | 74.7%-25.6pp | 68.1%-19.0pp |
| Annual return | -1.35% | 3.42%-4.8pp | 8.27%-9.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $374 | $1,607-76.7% | $2,278-83.6% | $1,882-80.1% |
| Participant deferral / active EE | $1,100 | $2,688-59.1% | $3,382-67.5% | $3,022-63.6% |
| Admin fee / account holder | $3 | $461-99.3% | $5,275-99.9% | $592-99.5% |