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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $46,178 | $138,075-66.6% | $123,552-62.6% | $135,379-65.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -3.87% | 153.70%-157.6pp | 119.20%-123.1pp | 519.79%-523.7pp |
| Employer contribution / active EE | $138 | $5,152-97.3% | $4,628-97.0% | $4,779-97.1% |
| Participant deferral / active EE | $2,345 | $6,800-65.5% | $6,426-63.5% | $5,609-58.2% |
| Admin fee / account holder | $2 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |