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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,685 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,204 | $69,708-73.9% | $67,560-73.1% | $74,478-75.6% |
| Participation rate | 50.3% | 71.4%-21.2pp | 72.9%-22.7pp | 67.2%-17.0pp |
| Annual return | 16.66% | -40.67%+57.3pp | 3533.50%-3516.8pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $92 | $2,715-96.6% | $2,737-96.6% | $2,626-96.5% |
| Participant deferral / active EE | $1,941 | $3,637-46.6% | $4,004-51.5% | $4,350-55.4% |
| Admin fee / account holder | $28 | $887-96.8% | $3,994-99.3% | $1,946-98.6% |