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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $59,722 | $36,916+61.8% | $156,551-61.9% | $57,658+3.6% |
| Participation rate | 53.0% | 63.4%-10.5pp | 84.0%-31.1pp | 70.2%-17.3pp |
| Annual return | 8.65% | 12.38%-3.7pp | 32.23%-23.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $4,320 | $1,571+175.1% | $5,501-21.5% | $1,974+118.9% |
| Participant deferral / active EE | $3,089 | $1,926+60.4% | $4,871-36.6% | $3,061+0.9% |
| Admin fee / account holder | $60 | $82-27.2% | $13,028-99.5% | $95-36.5% |