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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,505 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,189 | $88,515-12.8% | $162,163-52.4% | $67,579+14.2% |
| Participation rate | 72.5% | 86.8%-14.3pp | 87.6%-15.0pp | 71.3%+1.3pp |
| Annual return | 20.39% | 27.04%-6.7pp | 115.59%-95.2pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,497 | $3,563-58.0% | $5,614-73.3% | $2,148-30.3% |
| Participant deferral / active EE | $2,907 | $5,724-49.2% | $7,298-60.2% | $3,539-17.9% |
| Admin fee / account holder | -$2 | $124-101.7% | $10,843-100.0% | $142-101.5% |