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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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.
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 | $83,481 | $65,378+27.7% | $87,103-4.2% | $65,186+28.1% |
| Participation rate | 56.2% | 75.3%-19.2pp | 76.9%-20.7pp | 70.2%-14.0pp |
| Annual return | 19.26% | 31.28%-12.0pp | 28.19%-8.9pp | 29.39%-10.1pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,929 | $3,389-43.1% | $4,049-52.4% | $3,514-45.1% |
| Admin fee / account holder | $5 | $520-99.0% | $7,491-99.9% | $847-99.4% |