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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,232 | $51,197+11.8% | $82,719-30.8% | $66,914-14.5% |
| Participation rate | 63.8% | 67.8%-4.0pp | 72.6%-8.8pp | 69.8%-6.0pp |
| Annual return | -19.63% | -9.64%-10.0pp | 701.18%-720.8pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,739 | $2,611-33.4% | $3,009-42.2% | $2,544-31.7% |
| Participant deferral / active EE | $2,931 | $3,458-15.2% | $4,395-33.3% | $4,237-30.8% |
| Admin fee / account holder | $25 | $416-93.9% | $5,329-99.5% | $593-95.7% |