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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,595 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,838 | $46,599-59.6% | $64,101-70.6% | $75,173-74.9% |
| Participation rate | 78.4% | 65.9%+12.4pp | 72.3%+6.0pp | 67.2%+11.1pp |
| Annual return | 20.82% | 26.06%-5.2pp | 33.72%-12.9pp | 160.72%-139.9pp |
| Employer contribution / active EE | $161 | $1,975-91.8% | $2,749-94.1% | $2,671-94.0% |
| Participant deferral / active EE | $3,363 | $2,837+18.6% | $3,881-13.3% | $4,126-18.5% |
| Admin fee / account holder | $33 | $2,956-98.9% | $3,070-98.9% | $5,651-99.4% |