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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,707 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,174 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,997 | $42,367-8.0% | $79,583-51.0% | $64,824-39.8% |
| Participation rate | 19.7% | 64.7%-45.1pp | 69.5%-49.8pp | 71.5%-51.8pp |
| Annual return | -15.65% | -12.24%-3.4pp | 0.16%-15.8pp | 32.84%-48.5pp |
| Employer contribution / active EE | $466 | $1,181-60.5% | $2,414-80.7% | $2,507-81.4% |
| Participant deferral / active EE | $875 | $3,168-72.4% | $3,986-78.0% | $4,311-79.7% |
| Admin fee / account holder | $256 | $160+60.2% | $6,835-96.3% | $188+36.1% |