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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,998 | $55,182-2.1% | $73,309-26.3% | $55,191-2.2% |
| Participation rate | 26.3% | 73.9%-47.6pp | 74.9%-48.6pp | 69.2%-42.8pp |
| Annual return | 0.13% | 8.55%-8.4pp | 5.67%-5.5pp | 10.78%-10.7pp |
| Employer contribution / active EE | $569 | $1,935-70.6% | $3,237-82.4% | $1,899-70.0% |
| Participant deferral / active EE | $947 | $4,641-79.6% | $4,991-81.0% | $3,046-68.9% |
| Admin fee / account holder | $3 | $68-96.0% | $5,635-100.0% | $91-97.0% |