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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $45,195 |
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 | $34,316 | $56,640-39.4% | $80,977-57.6% | $57,658-40.5% |
| Participation rate | 83.0% | 75.9%+7.1pp | 75.8%+7.2pp | 70.2%+12.7pp |
| Annual return | 9.19% | 19.97%-10.8pp | 17.11%-7.9pp | 5.13%+4.1pp |
| Employer contribution / active EE | $966 | $2,085-53.7% | $3,715-74.0% | $1,974-51.1% |
| Participant deferral / active EE | $4,138 | $4,944-16.3% | $5,696-27.4% | $3,061+35.2% |
| Admin fee / account holder | $74 | $87-15.4% | $5,517-98.7% | $95-22.0% |