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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,528 | $39,859-71.1% | $78,675-85.3% | $57,658-80.0% |
| Participation rate | 97.8% | 66.1%+31.7pp | 73.6%+24.2pp | 70.2%+27.6pp |
| Annual return | 8.26% | 18.96%-10.7pp | 62.19%-53.9pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,347 | $1,786-24.6% | $2,850-52.7% | $1,974-31.8% |
| Participant deferral / active EE | $786 | $2,248-65.0% | $3,517-77.6% | $3,061-74.3% |
| Admin fee / account holder | $1 | $76-99.1% | $4,510-100.0% | $95-99.2% |