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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 59-2937883 | Other Commissions | $25,515 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,194 | $69,383+12.7% | $101,275-22.8% | $73,497+6.4% |
| Participation rate | 59.3% | 68.4%-9.1pp | 75.8%-16.5pp | 70.7%-11.4pp |
| Annual return | 14.43% | 18.46%-4.0pp | 46.48%-32.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,951 | $2,628-25.8% | $3,660-46.7% | $2,270-14.1% |
| Participant deferral / active EE | $3,598 | $3,301+9.0% | $4,371-17.7% | $3,740-3.8% |
| Admin fee / account holder | $0 | $704-99.9% | $5,948-100.0% | $513-99.9% |