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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$20,652 |
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 | $138,302 | $50,637+173.1% | $86,582+59.7% | $62,293+122.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.44% | 20.80%-0.4pp | 965.08%-944.6pp | 28.90%-8.5pp |
| Employer contribution / active EE | $18,653 | $2,075+798.8% | $2,839+556.9% | $2,042+813.4% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | -$88 | $413-121.3% | $4,904-101.8% | $479-118.3% |