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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $47,978 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,419 | $66,459+30.0% | $81,286+6.3% | $77,714+11.2% |
| Participation rate | 37.9% | 68.7%-30.9pp | 69.5%-31.7pp | 70.6%-32.7pp |
| Annual return | 15.57% | 15.95%-0.4pp | 24.80%-9.2pp | 31.26%-15.7pp |
| Employer contribution / active EE | $667 | $2,156-69.1% | $2,463-72.9% | $2,727-75.5% |
| Participant deferral / active EE | $2,511 | $3,674-31.7% | $3,883-35.3% | $4,649-46.0% |
| Admin fee / account holder | $129 | $585-78.0% | $5,764-97.8% | $433-70.3% |