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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,072 | $57,352-12.7% | $83,831-40.3% | $64,173-22.0% |
| Participation rate | 57.6% | 68.6%-11.0pp | 76.1%-18.6pp | 69.6%-12.0pp |
| Annual return | -2.60% | 11.38%-14.0pp | 850.99%-853.6pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,582 | $2,993-13.7% | $4,082-36.7% | $3,470-25.6% |
| Admin fee / account holder | $15 | $4,046-99.6% | $5,479-99.7% | $4,887-99.7% |