Filed January 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,312 |
Participant contribution per participant 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 | $160,089 | $132,049+21.2% | $200,582-20.2% | $74,304+115.5% |
| Participation rate | 90.2% | 84.1%+6.1pp | 86.9%+3.3pp | 60.3%+29.8pp |
| Annual return | 16.02% | 22.22%-6.2pp | 42.33%-26.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $12,270 | $4,558+169.2% | $6,419+91.2% | $2,241+447.5% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $174 | $2,405-92.8% | $16,305-98.9% | $2,969-94.2% |