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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,764 | $86,286+30.7% | $111,297+1.3% | $85,850+31.4% |
| Participation rate | 55.0% | 73.3%-18.3pp | 77.3%-22.3pp | 69.3%-14.3pp |
| Annual return | 9.84% | 19.99%-10.1pp | 54.65%-44.8pp | 318.53%-308.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,071 | $3,641-43.1% | $4,487-53.9% | $3,952-47.6% |
| Admin fee / account holder | $6 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |