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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,830 | $41,854+179.1% | $73,836+58.2% | $52,331+123.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 0.07% | 2.11%-2.0pp | 2268.06%-2268.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $18,391 | $1,920+857.8% | $2,787+559.8% | $1,882+877.4% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |