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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,221 |
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 | $25,451 | $43,999-42.2% | $79,466-68.0% | $55,725-54.3% |
| Participation rate | 72.3% | 66.9%+5.4pp | 73.3%-1.0pp | 70.9%+1.5pp |
| Annual return | 8.54% | 1.81%+6.7pp | 718.28%-709.7pp | 244.93%-236.4pp |
| Employer contribution / active EE | $1,299 | $1,830-29.0% | $2,800-53.6% | $2,078-37.5% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $61 | $118-47.9% | $5,104-98.8% | $115-46.9% |