Filed January 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,508 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,627 | $122,239+26.5% | $184,203-16.1% | $74,495+107.6% |
| Participation rate | 79.4% | 85.5%-6.1pp | 86.8%-7.4pp | 67.2%+12.2pp |
| Annual return | 11.68% | 19.95%-8.3pp | 28.81%-17.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $11,406 | $4,537+151.4% | $6,427+77.5% | $2,623+334.9% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $183 | $1,260-85.5% | $13,901-98.7% | $1,942-90.6% |