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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,440 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,640 | $104,924-67.0% | $84,623-59.1% | $152,885-77.3% |
| Participation rate | 45.0% | 74.8%-29.8pp | 68.2%-23.2pp | 82.5%-37.5pp |
| Annual return | 23.25% | 373.82%-350.6pp | 258.77%-235.5pp | 345.39%-322.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,886 | $4,689+68.2% | $3,899+102.2% | $5,851+34.8% |
| Admin fee / account holder | $38 | $6,242-99.4% | $4,913-99.2% | $11,598-99.7% |