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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,568 | $42,396-84.5% | $67,313-90.2% | $56,289-88.3% |
| Participation rate | 68.8% | 61.0%+7.8pp | 69.1%-0.3pp | 69.9%-1.1pp |
| Annual return | -5.50% | -36.63%+31.1pp | -4.08%-1.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $382 | $1,414-72.9% | $2,566-85.1% | $2,111-81.9% |
| Participant deferral / active EE | $955 | $2,360-59.5% | $3,568-73.2% | $3,350-71.5% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |