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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,674 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,707 | $86,897+2.1% | $151,611-41.5% | $64,808+36.9% |
| Participation rate | 69.5% | 87.3%-17.7pp | 87.5%-18.0pp | 71.5%-1.9pp |
| Annual return | -14.87% | -3.57%-11.3pp | 3.33%-18.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,703 | $4,010-57.5% | $6,166-72.4% | $2,506-32.0% |
| Participant deferral / active EE | $3,441 | $6,690-48.6% | $8,363-58.9% | $4,310-20.2% |
| Admin fee / account holder | $8 | $153-94.7% | $11,616-99.9% | $188-95.7% |