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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,442 | $75,183-70.2% | $123,894-81.9% | $55,167-59.3% |
| Participation rate | 34.5% | 72.8%-38.4pp | 81.4%-47.0pp | 69.0%-34.5pp |
| Annual return | 11.22% | 19.01%-7.8pp | 47.52%-36.3pp | 169.23%-158.0pp |
| Employer contribution / active EE | $1,479 | $2,823-47.6% | $4,617-68.0% | $1,963-24.6% |
| Participant deferral / active EE | $2,815 | $5,084-44.6% | $5,984-53.0% | $3,054-7.8% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.0% |