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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,167 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,341 | $76,551-40.8% | $123,894-63.4% | $62,881-27.9% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 7.00% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $346 | $2,882-88.0% | $4,617-92.5% | $2,281-84.8% |
| Participant deferral / active EE | $1,391 | $4,840-71.3% | $5,984-76.8% | $3,203-56.6% |
| Admin fee / account holder | $57 | $4,826-98.8% | $8,357-99.3% | $4,296-98.7% |