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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,327 | $53,925-43.8% | $75,501-59.8% | $69,631-56.4% |
| Participation rate | 30.8% | 71.2%-40.4pp | 72.4%-41.5pp | 70.7%-39.9pp |
| Annual return | 16.64% | 17.84%-1.2pp | 27.35%-10.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $424 | $1,802-76.5% | $2,352-82.0% | $2,032-79.1% |
| Participant deferral / active EE | $956 | $2,569-62.8% | $3,142-69.6% | $3,224-70.3% |
| Admin fee / account holder | $3 | $97-97.0% | $5,801-100.0% | $110-97.4% |