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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $48,707 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,658 | $53,216-48.0% | $155,534-82.2% | $199,960-86.2% |
| Participation rate | 12.4% | 64.1%-51.7pp | 78.2%-65.8pp | 72.0%-59.6pp |
| Annual return | 15.10% | 41.18%-26.1pp | 64.92%-49.8pp | 34.28%-19.2pp |
| Employer contribution / active EE | $221 | $1,848-88.0% | $4,675-95.3% | $3,036-92.7% |
| Participant deferral / active EE | $420 | $3,164-86.7% | $5,630-92.5% | $5,087-91.7% |
| Admin fee / account holder | $113 | $186-39.2% | $15,900-99.3% | $269-58.1% |