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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,276 |
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 | $118,290 | $43,423+172.4% | $78,676+50.4% | $55,167+114.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 6.99% | 11.53%-4.5pp | 62.19%-55.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $18,229 | $1,997+812.9% | $2,850+539.6% | $1,963+828.8% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | -$67 | $416-116.2% | $4,510-101.5% | $504-113.4% |