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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,395 | $30,147+4.1% | $58,561-46.4% | $80,157-60.8% |
| Participation rate | 12.9% | 34.4%-21.5pp | 50.9%-38.0pp | 72.9%-60.0pp |
| Annual return | 18.00% | 21.97%-4.0pp | 4251.33%-4233.3pp | 40.39%-22.4pp |
| Employer contribution / active EE | $56 | $528-89.3% | $1,053-94.6% | $2,977-98.1% |
| Participant deferral / active EE | $380 | $1,249-69.6% | $1,923-80.3% | $5,015-92.4% |
| Admin fee / account holder | $10 | $195-94.9% | $2,520-99.6% | $145-93.1% |