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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,512 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $23,661 | $46,100-48.7% | $86,582-72.7% | $69,631-66.0% |
| Participation rate | 89.2% | 67.2%+22.1pp | 73.5%+15.7pp | 70.7%+18.6pp |
| Annual return | 14.27% | 21.02%-6.8pp | 965.08%-950.8pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $1,657 | $1,850-10.4% | $2,839-41.6% | $2,032-18.5% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $61 | $94-35.5% | $4,904-98.8% | $110-45.2% |