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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $54,416 |
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 | $38,164 | $65,592-41.8% | $90,161-57.7% | $69,631-45.2% |
| Participation rate | 85.6% | 77.6%+8.0pp | 76.9%+8.8pp | 70.7%+15.0pp |
| Annual return | 17.97% | 57.10%-39.1pp | 34.89%-16.9pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,178 | $2,193-46.3% | $3,318-64.5% | $2,032-42.0% |
| Participant deferral / active EE | $5,384 | $5,257+2.4% | $5,287+1.8% | $3,224+67.0% |
| Admin fee / account holder | $80 | $86-6.3% | $5,943-98.6% | $110-27.3% |