Filed March 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $229 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,320 | $104,544-98.7% | $96,564-98.6% | $80,187-98.4% |
| Participation rate | 97.0% | 86.4%+10.6pp | 76.0%+21.0pp | 72.9%+24.1pp |
| Annual return | 0.00% | 21.79%-21.8pp | 25.89%-25.9pp | 40.40%-40.4pp |
| Employer contribution / active EE | $501 | $3,527-85.8% | $2,967-83.1% | $2,980-83.2% |
| Participant deferral / active EE | $794 | $6,170-87.1% | $4,852-83.6% | $5,016-84.2% |
| Admin fee / account holder | $0 | $107-99.9% | $8,256-100.0% | $145-99.9% |